Diefendorf Capital Expands Reach to Charlotte NC through Acquisition of JPH Consulting



Brian Holland, president of JPH will assume the position of Managing Director of Employee Benefits at Diefendorf Capital, while James Holland will continue his primary duties in the capacity of sales. This will expand the number of locations to six (three in NY and three in NC) for Diefendorf Capital. Through Megethos3, a proprietary integrated software application enterprise, all offices are connected in real time for operating efficiencies. The employee benefits division will be located at 10006 Rushmore Dr., Charlotte, NC 28277.

Diefendorf Capital is a family of financial service companies since 1875. Led by fourth generation, Roey Diefendorf, the firm has emerged as the pioneer in the "total" wealth management arena. Each of the associates is committed to the principles of "3 Dimensional Wealth" planning. All have completed or are currently enrolled in the Certified 3 Dimensional Wealth Practitioner (C3DWP) curriculum.

For more information you may contact, Demetri Doumas, CAO, 152 Forest Ave., Locust Valley, NY 11560. 1-800-521-0267.





Diefendorf Capital Expands Reach to Charlotte NC through Acquisition of JPH Consulting




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