As individuals, Brian Hartmann and Brian Diffily are uniquely skilled and qualified to guide clients to financial freedom. As partners, they combine their wealth of knowledge to provide a dynamic approach for individuals to succeed in the long run.
Publications and Articles
Brian Diffily is a founding partner of Granite Bridge Wealth Management with more than 20 years of experience as a financial and insurance advisor. A graduate of Marist College, Brian is a licensed Life and Health Insurance Representative with FINRA Series 6, 63, and 65 registrations, and CLTC designation. His industry recognitions include the ACE (Achieving Client Excellence) Qualifier, Agency Leader’s Qualifier, and Northeast Top Ten Protection Leader from Osaic.
Brian’s chief objective is to help families, businesses, and individuals take an active role in obtaining the financial security they seek under the guidance of Granite Bridge Wealth Management. Through conversations and education, he helps clients design financial plans specifically tailored to meet their unique situations and needs. A resident of the Mount Pleasant area, Brian is located in our Charleston office.
“As an independent financial advisor, I’m able to bring ethically-sourced unbiased financial tools and advice to my clients. I strive to make the financial planning process personal and non-intimidating for them. To that end, I design for my clients, easy-to-understand and uniquely sound financial plans so that they leave our discussions feeling comfortable and confident that together we can move their current economic state of success to one of financial significance.”
Brian enjoys spending family time with his wife and sons, is a musician and fan of a variety of musical genres, and strives to get his daily endorphin rush through a rigorous workout.
Professional and Community Alignments
Publications and Articles
Brian Hartman is a founding partner of Granite Bridge Wealth Management with more than 20 years of business experience, including an early career in e-commerce, and subsequent years building a financial advisory practice at a prominent financial institution. His experience inspired him to bring his practice to an independent platform, where he could offer unbiased and conflict-free financial advice to his clients.
A graduate of Monmouth University, Brian is a CERTIFIED FINANCIAL PLANNER™ professional, and is a licensed Life and Health Insurance Representative with FINRA Series 6, 7, 63, and 66 registrations. A resident of the Mount Pleasant area, Brian is located in our Charleston office.
Known for his commitment to the financial planning industry, Brian is a member of the Osaic National Advisory Board, where he represents more than 13,000 advisors throughout the country. Osaic has become one of the largest networks of independent wealth management broker dealers in the United States. As past Chairman of the NextGen Advisory board, Brian lead fellow board members in working to improve broker dealer preparedness for the future, advisor communications and the industry overall.
Brian strives to help clients take an in-depth, holistic view of their finances and provides them with financial planning that will meet both their short and long-term goals. “I find it important to create a comfortable environment where my clients can discuss with me a serious topic such as their finances, and still feel positive and optimistic throughout the process. I work to ensure that all financial matters in their lives are working for them and progressing forward in synchrony. Because families, businesses, and individuals come to trust their relationships with Granite Bridge Wealth, we often continue to work with multiple generations within a family, helping to provide financial security well beyond their initial needs.”
In addition to his role at Granite Bridge, Brian founded a business networking group that focuses on helping business owners grow their respective companies while also supporting non-profit organizations within our community with their time, professional skills, and monetary contributions.
He enjoys family time outdoors with his wife, son, and daughter, bicycle riding or relaxing on the beach, and is an avid runner and occasional golfer. An active volunteer, Brian was chairman of the Robert Wood Johnson University Hospital Foundation Young Professionals Group from 2016-2020.
Professional and Community Alignments
Dalton Heffel
Investment Advisor Representative
Dalton Heffel is a proud member of the Granite Bridge Wealth Management advisory team. Dalton is an early adopter advocate of recognizing how intentional planning leads to his client’s financial success. That passion drove him to dedicate his professional life to helping people uniquely prepare for their future. He majored in Finance with an emphasis on Financial Planning at University of Wisconsin-Whitewater where he graduated magna cum laude. Dalton currently holds his Life and Health insurance licenses along with FINRA series 6, 7, 63, and 65 registrations.
Dalton is committed to helping people reach their financial goals, centered on best interest recommendations. Through clear communication and constant evaluation of our client’s goals he provides guidance throughout the ever-changing stages of life. Clients enjoy peace of mind knowing they have a professionally developed custom plan developed with a modern style planning approach. With a simple mantra of “be honest and treat others how he would like to be treated”, Dalton’s focus on genuine relationships is front and center.
Dalton spent most of his life in Wisconsin. Today, he is a proud resident of Charleston, South Carolina where he is looking forward to building upon our firm’s presence in the area.
In his free time, Dalton seeks out opportunities to spend time with friends and family. A lifetime athlete, he continues to enjoy golf, hiking and maintaining his personal fitness. When most relaxed, he can be found playing guitar.
Julianna Turk is Client Relationship Manager at Granite Bridge Wealth Management, and the point person who guides clients through business processes. A graduate of William Paterson University with a degree in communications, Julie provides an excellent level of customer service and assistance. Her professional background in the insurance industry uniquely qualifies her to answer inquiries and assist with business logistics in coordination with our professional advisors.
A lifelong resident of New Jersey, Julie works out of our New Jersey office in Livingston. Our clients and partners appreciate her friendly and professional approach when handling financial matters. To quote Maya Angelou, Julie notes she lives by the philosophy, “I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel. I feel a great responsibility and passion to identify the client’s needs and make their financial planning process the smoothest it possibly can be for them.”
Julie enjoys spending free time with friends and family, taking her two Shih Tzus for long walks around the neighborhood, and playing a round of golf or a playful game of badminton.
Alexandria DeZao
Insurance Coordinator
aturk@acornfs.com
Alexandria DeZao is a Life Insurance Coordinator at Granite Bridge Wealth Management. Ali is responsible for the licensing and contracting of all advisors to specific insurance carriers, as well as generating concepts for an advisor's client and following up on case status for all life insurance applications in-house.
A resident of New Jersey and a graduate of Montclair State University , Ali is a licensed Life and Health Insurance Representative and she is located in our Livingston, New Jersey office.
Ali enjoys spending time with family and friends, working on house projects and participating in low-impact, high-intensity workouts through Pure Barre.
