June 15, 2023

I wanted to take a moment to thank you for being such great partners to DiamondBack! We are immensely grateful for who you are and how you go about serving your clients.

Your expertise and time invested in our 401k Record Keeper search narrowed a broad field of options, to some strong candidates. You saved me countless hours of research for which I am grateful.

We also appreciate your generosity to the [Smith] family in the wake of [our employee’s] unfortunate passing.

I am excited to partner with both of you to see our employees flourish financially and create generational impact. I know our employees’ interests and DiamondBack’s success are your concern, driving us to sound strategies.

Thank you!

*The statement was provided May 16, 2023 by Morgan Forney who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.