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Team Members

Roey Diefendorf

A veteran advisor of 49 years who has the experience of working with High Net Worth and Ultra High Net Worth families.

Roey's mission is to help family's "make a difference" with both their money and their more than money wealth.

Steve Distante

An entrepreneur since birth, Steve brings these skills to the private placement world.

But more importantly, he is a man with a mission to help individuals have an impact with their money.

Steve wants to help make this world a better place and is a proponent of the United Nation's Sustainable Development Goals (SDG) to accomplish this objective.