Our Team
Matthew P. Goette
Matthew P. Goette – CFA, CFP®, AIF® Matt founded Black Diamond Financial, LLC to revolutionize the financial advisory industry by providing clients a high level of fiduciary service at a low cost. Matt specializes in advising high-net-worth individuals and institutions with extensive expertise in asset allocation, tax efficient investment strategies and retirement planning. In addition, […]
Read MoreL. Dyson Dryden IV
L. Dyson Dryden IV Dyson brings over two decades of investing and financial advisory experience to his advisory role with Black Diamond Financial, LLC. He previously served as President of Capitol Investment Corp V, a $345 million public investment vehicle which completed its $3 billion business combination with Doma in 2021, Capitol IV, a $402.5 […]
Read MoreDavid A. Zinreich
David A. Zinreich – CFP® David serves as a trusted advisor to many of the firm’s ultra high-net-worth clients. David specializes in optimizing investment performance with customized investment solutions specific to each client’s goals. In addition, he leverages his extensive financial management experience to act as a personal CFO to his clients by coordinating investment management, […]
Read MorePaul Svendsen
Paul Svendsen – CPA/PFS, ABV, CVA Paul is a Lead Wealth Manager and head of our Bend, Oregon office. Paul helps his clients navigate the financial events of their lives. He routinely advises clients and their professional advisors in the areas of financial management, investments, estate planning, business transitions, and business valuation. From 1984 to […]
Read MoreLaura McMillen
Laura McMillen Laura joined Black Diamond Financial LLC in 2013 and serves as head of our client service specialist team. In her role, Laura manages our client service team and partners with our wealth advisors to ensure client needs are met in a high-quality, personalized, and timely manner. Prior to joining Black Diamond Financial, Laura […]
Read MoreBrigitte Strobl
Brigitte Strobl Brigitte serves as a financial analyst within the advisory team to create customized financial plans and
Read MoreJulien Blancon
Julien Blancon - CFP®, CEPA Julien serves as a Wealth Manager in our Bend, Oregon office and works
Read MoreAlexander Roesner
Alexander Roesner – CFP®, CEPA Alex serves as a trusted advisor and focuses his efforts on business development,
Read MoreAlfheidur Saemundsson
Alfheidur H. Saemundsson – CFA Alfie is a member of the Investment Committee at Black Diamond Financial, LLC.
Read MoreAnn Fitz-Patrick
Ann Fitz-Patrick Ann serves as an administrative specialist within our client service team focusing on office management and
Read MoreRebecca Crawford
Rebecca Crawford Rebecca (Becky) serves as a client service specialist and provides a highly personalized experience for Black
Read MoreLuke Knott
Luke Knott Luke is a member of the Investment Committee at Black Diamond Financial, LLC. Luke brings substantial
Read More