Black Diamond Financial, LLC

Mark Paladijczuk is a financial advisor at Black Diamond Financial, LLC, holding a Series 65 designation. He has been with Black Diamond Financial since 2025 and has prior experience at Axia Wealth Management. His background includes educational roles at George Fox University, Central Oregon Community College, and Mountain View High School. Black Diamond Financial, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and other entities. The firm manages approximately $1.37 billion in client assets through a multi-advisor team, employing a strategic asset allocation approach with low-cost, index-based core exposures, tax-aware portfolio construction, and selective institutional-quality private investments.

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.

Anthony Wilson is a Series 65-licensed advisor with Black Diamond Financial, LLC, where he has been since 2026. He has prior experience with Goaliesmith Lacrosse, Wianno Club, Villanova University, Mcdonogh School, and Gerstell Academy. Black Diamond Financial provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm manages approximately $1.37 billion in assets using a multi-advisor team approach that emphasizes strategic asset allocation, tax-aware portfolio construction, and access to private pooled investment vehicles.

Alexander Musco is a financial advisor at Black Diamond Financial, LLC in Bend, OR, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Black Diamond Financial, he worked at SG Long Financial and has experience in educational roles including at California Polytechnic State University-San Luis Obispo, Hellgate High School, and Missoula International School. Black Diamond Financial provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and other entities. The firm manages approximately $1.37 billion in client assets using a multi-advisor team approach focused on strategic asset allocation, tax-aware portfolio construction, and selective private investments.

Chase Llewellyn is a financial advisor at Black Diamond Financial, LLC with two years of industry experience. He holds a Series 65 designation. Prior to joining Black Diamond Financial, Llewellyn worked at Georgetown University and Loyola Blakefield. Black Diamond Financial, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm employs a multi-advisor team approach and emphasizes strategic asset allocation with low-cost, index-based core investments alongside tax-aware portfolio construction and selective private investments.

Paul Svendsen is a financial advisor with Black Diamond Financial, LLC, holding the PFS™ designation and Series 65 license, and has 15 years of industry experience. He also maintains a CPA license and is involved with Axia Valuation LLC, a CPA firm he has been affiliated with since 2002. Additionally, he is an owner of Callan Accounting CPA's & Advisors, LLC, where he assists clients with financial and estate planning. Black Diamond Financial, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm employs a multi-advisor team approach, emphasizing strategic asset allocation, low-cost index-based investments, tax-aware portfolio construction, and access to private pooled investment vehicles for qualifying investors.

Todd Pierce is a financial advisor with Black Diamond Financial, LLC in Park City, UT. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Innovate Wealth, Utah Peaks Capital, MNS International, and Conventus Capital. Black Diamond Financial, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and other entities. The firm manages approximately $1.37 billion in client assets through a multi-advisor team, emphasizing strategic asset allocation, tax-aware portfolio construction, and access to private pooled investment vehicles.

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 is also a partner at Callan Accounting CPAs and Advisors, an accounting and tax preparation firm where he spends the majority of his professional time. Prior to joining Black Diamond Financial in 2022, he worked briefly at Edward Jones. Black Diamond Financial, LLC serves individuals, trusts, and retirement plans with discretionary and non-discretionary investment management, financial planning, and plan advisory services. The firm manages approximately $1.37 billion in assets through a multi-advisor team, focusing on strategic asset allocation, tax-aware portfolio construction, and access to private pooled investment vehicles for accredited investors.

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.

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 five years of industry experience. He held roles at Goldman Sachs and the University of Utah prior to joining Black Diamond Financial. Murphy serves on the investment committee of the U.S. Ski and Snowboard Association and is the owner of a personal branding company, Donny Pelletier Enterprises, LLC. He also serves on the advisory board of Progression LLC, an outdoor recreation organization. Black Diamond Financial provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm employs a multi-advisor team approach emphasizing strategic asset allocation, low-cost index-based investments, tax-aware portfolio construction, and selective use of 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® professional with seven years of industry experience. He currently works at Black Diamond Financial, LLC, where he has been since 2022. Prior to that, he was with Merrill and Bank of America N.A. from 2019 to 2022. Black Diamond Financial, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm emphasizes strategic asset allocation, low-cost index-based core exposures, and tax-aware portfolio construction, while also managing private pooled investment vehicles for accredited investors.