Black Diamond Financial, LLC

Lindsay Dryden is a financial advisor at Black Diamond Financial, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and serves on the boards of CDS Logistics, Washington E-Sports Ventures, and Lindblad Expeditions Holdings. Her career includes roles at Mountain Top I, LLC, Nesco Holdings, and Cision Ltd. Black Diamond Financial, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering portfolio management and financial planning services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented when appropriate by institutional-quality private investments.

Chase Llewellyn is a financial advisor at Black Diamond Financial, LLC with one year of industry experience. He holds a Series 65 designation. Prior to his current role, he attended Georgetown University and worked at Loyola Blakefield. Black Diamond Financial, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on asset allocation and low-cost, tax-efficient, index-based strategies, supplemented when appropriate with institutional-quality private investments, and offers a range of portfolio management and financial planning services.

Paul Svendsen is a financial advisor with Black Diamond Financial, LLC in Bend, Oregon, holding PFS™ and Series 65 credentials and bringing 14 years of industry experience. He has worked at Black Diamond Financial since 2016 and is also a licensed Certified Public Accountant, operating Axia Valuation LLC since 1987. In addition to his advisory role, he is involved in accounting services through Callan Accounting CPA's & Advisors, LLC, and provides oversight at Mountain Top, LLC. Black Diamond Financial advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and tax-efficient, index-based strategies supplemented by institutional-quality private investments, and it sponsors and advises private pooled funds, including a software fund launched in 2024.

David Zinreich is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Black Diamond Financial, LLC since 2013 and also operates Zinreich Equities. Black Diamond Financial, LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm focuses on asset allocation and low-cost, tax-efficient, index-based strategies, supplementing public market exposure with institutional-quality private investments when appropriate.

Derek Holdredge is a financial advisor at Black Diamond Financial, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and also serves as a partner at Callan Accounting CPAs and Advisors, an accounting and tax preparation firm where he spends the majority of his professional time. Black Diamond Financial, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing portfolio management and financial planning services. The firm’s investment approach emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented when appropriate by institutional-quality private investments.

Robert Tobin is a financial advisor at Black Diamond Financial, LLC with one year of industry experience. He previously worked at Persimmon Capital Partners for 11 years. Outside of his advisory role, Mr. Tobin serves on the boards of the Kevin E. Reichardt Foundation, a nonprofit providing scholarships to student-athletes, and two software companies, Saleswarp, Inc. and Redpoint Global, Inc. Black Diamond Financial advises individuals, pension plans, trusts, and other entities, offering portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented when appropriate by institutional-quality private investments.

Jeffrey Nattans is a financial advisor at Black Diamond Financial, LLC with 26 years of industry experience. He holds a Series 65 designation and previously worked at Legg Mason & Co LLC and Sagamore Ventures. Outside of his advisory role, he serves as Chair of the Board of Trustees at Calvert Hall College High School and is on the boards of Catholic Charities of Baltimore and the Knott Scholarship Funds, participating in their finance and investment committees. Black Diamond Financial advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and tax-efficient, index-based strategies complemented by selective private investments, conducting regular account reviews and custodial reporting.

Chahat Kumari is a financial advisor at Black Diamond Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Black Diamond Financial, Kumari held various roles at Loyola University Maryland and other organizations. Black Diamond Financial, LLC advises individuals, pension plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented by institutional-quality private investments when appropriate.

Brigitte Strobl is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Black Diamond Financial, LLC since 2019 and previously worked at Palmetto, Mollo, Molinaro & Passerello, LLP. Black Diamond Financial, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented when appropriate by institutional-quality private investments.

Troy Murphy is a financial advisor at Black Diamond Financial, LLC with four years of industry experience. Prior to joining Black Diamond, he worked at Goldman Sachs for four years. He serves on the Investment Committee of the U.S. Ski and Snowboard Association and owns Donny Pelletier Enterprises, LLC, a personal branding company. He is also an advisory board member of Progression LLC, an organization supporting outdoor recreation. Black Diamond Financial advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and ERISA plan services. The firm emphasizes low-cost, tax-efficient, index-based strategies with tailored Investment Policy Statements and supplements public market exposure with institutional-quality private investments.

Matthew Goette is a CFP® and CFA® with 18 years of industry experience. He is currently a financial advisor at Black Diamond Financial, LLC, where he has worked since 2007. In addition to his advisory role, he owns Callan Accounting CPAs & Advisors, LLC, providing accounting services and assisting clients with general financial and estate planning outside of investment-related matters. Black Diamond Financial, LLC serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined investment process focused on asset allocation and low-cost, tax-efficient, index-based strategies, while also managing private pooled funds and offering tailored financial planning and ERISA plan services.

Alexander Roesner is a CFP® with six years of industry experience, currently serving as a financial advisor at Black Diamond Financial, LLC since 2022. He previously worked at Merrill and Bank of America from 2019 to 2022. Black Diamond Financial advises individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm focuses on asset allocation and low-cost, tax-efficient, index-based strategies, while also sponsoring and advising private pooled investment funds.

Erin Weber is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Black Diamond Financial, LLC. Prior to joining Black Diamond in 2025, she worked at Investor's Fiduciary Advisor Network, LLC and Sherpa Wealth Strategies, LLC, and has experience with LPL Financial. Before entering the financial advisory field, she spent over a decade in the pharmaceutical industry with Novo Nordisk Inc. and Janssen Pharmaceuticals Inc. Black Diamond Financial, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented where appropriate with institutional-quality private investments, and sponsors private pooled funds including a private software fund launched in 2024.

Jordan Fisher is a CFA® charterholder with 12 years of industry experience. He has worked at Black Diamond Financial, LLC since 2026 and previously held roles at Axia Wealth Management Inc and DRW Securities, LLC. Between 2022 and 2024, he was involved with TheSpreadSite.com. Black Diamond Financial, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA plan services. The firm’s investment approach focuses on asset allocation and low-cost, tax-efficient, index-based strategies, supplemented when appropriate by institutional-quality private investments.