Shared Expertise. One Vision.
Every business is built on sacrifice. We respect what it took.
Your plan deserves people who understand what you’ve built.
Complex financial talks, made simple and truly collaborative.
Each practises in their own area of expertise
We help them work together around your goals
Chief Executive Officer & Founder
Josh’s career spans healthcare and financial services. Working with business owners, he kept seeing capable people miss financial gaps they didn’t know to look for. He founded Diadem to close those gaps by bringing the right professionals together.
President & Co-Founder
As a business owner and healthcare professional, Judith knows firsthand that a high income doesn’t make managing wealth simpler. She leads Diadem strategically and oversees the structure behind its operations, keeping our approach practical.
Head of Accounting & Business Strategy
Brings about two decades of accounting experience to corporate structure and tax-planning considerations.
Director of Operations
Keeps Diadem’s workflows and team running smoothly, so client requests move from the first conversation to follow-through without delays.
Digital Marketing & Client Success Specialist
Connects business owners with Diadem and supports every client, answering questions and making each step of the process feel straightforward and personal.
Software Architect
Architects the technology behind Diadem’s website, CRM, and automation, ensuring information flows securely and reliably between clients, our team, and our partners.
Tell us what you’re looking for and we’ll help connect you with the appropriate professional.
