Andre Baldanza

2025-10-17T16:43:44-05:00

Andre Baldanza Andre Baldanza is a fiduciary financial adviser serving the Dallas/Fort Worth area, dedicated to empowering small business owners to grow and protect what matters most—their business, their clients, their families, and their legacy. As an Investment Adviser Representative at Diamond Client Group, Andre provides comprehensive, client-first financial planning [...]

Caeden Goering

2025-10-06T17:21:06-05:00

CAEDEN GOERING Caeden is a Wealth Management Advisor with Diamond Client Group, where he helps clients design comprehensive, values-driven financial plans. An Eagle Scout and former Chick-fil-A team member, he’s built his career on the same foundations of integrity, service, and leadership. Caeden began his journey in finance as a summer [...]

David Luedecke

2025-10-06T17:19:09-05:00

DAVID LUEDECKE Hi, I’m David Luedecke, and I serve as a financial adviser here at Diamond Client Group, LLC. My role centers on helping clients navigate the complexities of investment strategy and retirement planning. Whether it’s guiding clients through account paperwork, creating proposals, making trades or servicing accounts for my clients [...]

Jeffrey Savois

2024-08-29T12:34:23-05:00

JEFFREY SAVOIS, RICP, CLTC, LUTCFJeff began his career as a Financial Advisor in 2007 with MetLife in New Orleans, LA. In 2009, after meeting his future wife, he moved to Katy, TX to start a family while continuing to build his practice. Following MetLife's acquisition by MassMutual in 2016, he stayed [...]

Esmeralda Zuniga

2023-06-27T15:34:50-05:00

ESMERALDA ZUNIGA I am currently pursuing a Master's degree in Business Administration, specializing in Healthcare, at Texas Woman’s University and I am on track to graduate in 2024. In 2020, I obtained my B.S. in Business Management with a double major in Marketing from the University of Houston. Being a reserved child, I have [...]

Jon Salvato

2024-08-21T10:22:24-05:00

JON SALVATO  Jon Salvato, CFP®, is a Financial Consultant with Diamond Client Group (DCG). Before joining DCG, Jon worked for 21 years as a client-facing financial advisor, assisting individuals and business owners in reaching their financial objectives. Throughout his career, Jon has specialized in identifying financial issues and implementing financial solutions, working with both [...]

DENNIS TO

2022-02-11T11:12:43-06:00

DENNIS TO I attended the University of Saint Thomas and graduated with a Bachelor of Arts in Finance. I always knew that I wanted to excel inside the financial service industry.  As the first generation graduate in my family, I was able to pursue my passion in finance which has enabled me to give [...]

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