Monroe Diefendorf, Jr. <p>MI, CLU, ChFC, CFP, RFC, CIMA, CAP</p>

Monroe Diefendorf, Jr.

MI, CLU, ChFC, CFP, RFC, CIMA, CAP

3D Wealth Advisor

Office: 646-779-8475
Fax: 516-986-5730
E-mail:

Website: Visit my web site!

 

Roey has had a career spanning over 50 years.  He was the 4th generation of family advisors dating  back to 1875.  Roey has now turned over the reins of the business to the competent team of advisors at 3 Dimensional Wealth Advisory. 

Currently working 24/7 (24 hr/wk; 7 mo/yr), his goal is to help families capture and protect their "More Than Money" wealth.  In 2020, Roey taught a 13 week undergraduate course at the University of Illinois - Urbana, bringing both his 3D Wealth & MTM perspective to advisors of the future.  

Roey is Chairman of the Board at Argonne Trust Company (SD), which was created to provide "values based" trusts to help prepetuate family values in perpetuity.

 

"The past is the prologe of the future, and I believe my best days are ahead."  Roey Diefendorf

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