Our Team

Family Office Services

• Monroe Diefendorf, Jr.

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

  Chief Executive Officer / 3 Dimensional Wealth Advisory

• Janine Farah

  Family Liason

NY - Advisors

• Robert "Doug" Halbreiner CPCU, CRPS

  3D Wealth Advisor - Legacy Group

• Jeffrey A. Higgs

  CFP, CLU, CTFA

  3D Wealth Advisor - Legacy Group / Director of 3D Wealth Insurance Services

• Christopher Natale

  3D Wealth Advisor - Legacy Group

• Thomas C. Palumbo

  CLU, ChFC, CAP, CRPS

  3D Wealth Advisor - Palumbo Group

• Matthew Rendell, CPA

  3D Wealth Advisor - Palumbo Group

Our Advisors and Staff

• JoAnn Dickinson

  JD,CTFA

  Argonne Trust Company

  Chief Trust Officer

• Priscilla More

  Sterling Monroe Securities, LLC.

  Broker Dealer