About Us
Divi was founded over 60 years ago with a singular mission: to provide exceptional financial guidance that empowers clients to achieve their goals. From our humble beginnings, we’ve grown into a leading financial services firm known for our commitment to personalized service and strategic insight. Our long-standing history is a testament to our dedication and expertise, guiding countless individuals and families through their financial journeys. As we continue to evolve and adapt in a dynamic market, our core values of integrity, innovation, and client-focused solutions remain at the heart of everything we do. At Divi, we’re proud of our legacy and excited to continue helping our clients invest in their future.
Over the decades, Divi has expanded its services and expertise to meet the evolving needs of our clients. What began as a small advisory firm has grown into a comprehensive financial services provider with a dedicated team of experts and a diverse range of offerings. Our growth is driven by our unwavering commitment to excellence and our ability to adapt to changes in the financial landscape. We’ve built strong relationships with our clients based on trust and results, and we continue to strive for innovation and improvement to ensure that we provide the best possible solutions for achieving financial success.
The Divi Promise
At Divi, we promise to put your financial well-being at the center of everything we do.
Mission
At Divi, our mission is to empower individuals and families to achieve their financial goals through tailored strategies and expert guidance. We are dedicated to providing personalized service that ensures your financial success and peace of mind.
Vision
Our vision at Divi is to be the leading provider of innovative financial solutions, recognized for our commitment to excellence and client-centric approach. We aim to set the standard for trust and integrity in the financial services industry, shaping a future where our clients thrive.
Values
Divi’s core values—integrity, transparency, and excellence—guide everything we do. We believe in building lasting relationships based on trust, delivering exceptional service with honesty and clarity, and striving for continuous improvement to achieve the highest standards of financial success for our clients.
Meet The Experts
Jennifer Brand
Investment Manager
Didem Rinno
Manager
Paul Stanford
Manager
David Waltz
Investment Manager
Silvin Pane
Financial Advisor
Jacob Weeks
Financial Advisor