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Staci Scharadin
Chief Executive Officer
CFP®, CEPA®, CWS®


Guiding people through the process of transforming hard-earned wealth into a lasting legacy is what has attracted Staci to the financial services industry since 1994. After 20 years, that same passion is what drives every decision she makes. 

Staci believes that with a clearly defined, coordinated plan of execution, Advisors working together, and an accountability partner,  her clients can best manage risk, gain tax efficiencies, and maximize the growth and transfer of their wealth and business.

Our client's goal: Live the life they've planned for.
Our goal: Be your advisor for life. 

Staci became CEO of Diamond Wealth Management in 2007, after purchasing the firm she previously worked for with the objective of creating a holistic, team centered, true wealth management offering where planning, not transactions, drive results.

Having worked primarily with business owners, she has furthered that quest by becoming a Certified Exit Planning Advisor, deepening the commitment to her clients by addressing the need to transform their lifetime of hard work and creation of a business into a legacy for themselves and generations to come. 

She is committed to giving back to her community by supporting organizations such as Dress for Success and the Hero School. She is the proud parent of two boys and a grandson. Staci, a former gymnast, stays active hiking, and training in a variety of areas of physical fitness with a passion for the outdoors.  

Currently, Staci is an Advisory Council member with her broker dealer, is Vice President of Membership for the Chicago Chapter of the Exit Planning Institute, and former president of the Financial Planning Association, Southern Nevada chapter. 

 



 
 
 Securities Offered Through First Allied Securities, Inc., A Registered Broker Dealer. Member: FINRA/SIPC.
Advisory Services Offered through First Allied Advisory Services Inc. A Registered Investment Adviser.

Lakeside Wealth Management Group LLC, a registered investment advisor not affiliated with First Allied Securities, Inc.

This communication is strictly intended for individuals residing in the state(s) of AK, AZ, CA, CO, FL, HI, IL, MS, MT, NV, NJ, NY, OK, TX, UT and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.