DIAMOND EQUITY ADVISORS - Key Persons
Presently, Cendy is a new addition to the Diamond Equity Advisors Team. She is Perry's liason and would be the one helping you in your onboarding process in our program.
Megan serves as the Client Service Associate for Diamond Equity Advisors, supporting the firm with client service and administrative needs.
Megan transitioned into the online business world in 2020 after years of managing brick-and-mortar businesses. She provides valuable support and expertise to business owners in the ever-changing digital landscape. As a Certified Online Business Manager, Megan offers a strategic and objective perspective to help her clients make decisions that move their businesses forward.
She has a passion for helping people and businesses reach their potential and believes that everyone has the ability to be successful if they have the right tools and support.
Megan is thrilled to join the Diamond Equity Advisors team, where she can share her expertise and assist the company's clients in meeting their financial objectives while simultaneously helping close the wealth gap.
When she's not working, Megan enjoys spending time with her family, reading, and fantasy football.
In addition to being the Principal Owner of Diamond Equity Advisors, Perry is also the Lead CFO and Head Financial Planner of the firm…
As a fractional CFO, Perry consults 6-7 Figure Entrepreneurs and Small Businesses in the area of cash management, profitability, debt reduction and retirement and tax planning.
In addition Perry has also earned the credential of becoming a Certified Profit First Professional. Perry's trademarked brand is The Entrepreneur's CFO ™
A former school teacher and personal trainer, Perry has dedicated his life to helping others. In addition to his Financial Credentials, Perry is also a certified John Maxwell Speaker and Coach in the area of Leadership.
Perry attended Central-Hower High-School in Akron, OH. After graduation, he played for coaching legend, Bill VanGundy, at Genesee Community College, where he became an All-Region Awardee and runner up for Player-of-the-Year in the conference.
Perry then earned a full Division-I athletic scholarship to Tennessee State University, where he completed his formal education earning a degree in Mathematics and a minor in Biology.
Perry was previously featured on Fox 28 Columbus OH in the segment "Financially Fit Fridays w/ Perry" where he provided entertaining yet thought-provoking content to individuals and businesses on a weekly basis. *paid advertisement in part by the E. CFO and Sponsorship
Most recently, Perry has been a standing spotlight speaker for the Ohio Society of CPAs for 3 consecutive years, presenting workshops on Financial Planning and Cash Flow Management. In addition, Perry has taken the national stage as a workshop presenter at the AICPA (American Institute of Certified Public Accountants) National Convention.
Lastly, Perry earned international exposure on the acclaimed podcast, Entrepreneur On Fire, where he taught his Master Class, "You're Accidentally Killing Your Company."
Perry, his wife Sara and their beautiful twin daughters, Micalyn and Madelyn reside in Columbus, OH.
In his personal time, Perry enjoys working out, being a self-proclaimed "foodie", playing cards or chess, traveling and coaching his twin daughters in basketball.