Broker Check

Meet The Diamond Point Wealth Partners

Peter A. Sechoka, AIF®, BFA™, CPFA™

Financial Advisor

781-446-5000

psechoka@diamondpointwealthpartners.com

Peter joined Centinel Financial Group in 2004 after studying Economics and Finance at Bentley College in Waltham, Massachusetts. Peter uses a personalized approach with his clients, as he believes in building long lasting relationships that are built on mutual respect. He takes the time to understand his clients' specific needs, and works to develop creative strategies to help them realize their full potential and reach their financial goals. Whether you are a young family just starting out or a couple about to enter retirement, Peter can implement a wide range of products and services tailored to suit your individual situation.

Originally from the South Shore, Peter volunteers for the Alzheimer's Association, Cystic Fibrosis Foundation and the Greater Boston Food Bank. He is an active member of the Massachusetts Vocational Association and the National Association of Insurance and Financial Advisors.

Peter is an outdoor enthusiast and enjoys skiing, cycling and kayaking. He currently resides in Milford, Massachusetts with his wife Victoria, their son Noah and their dogs Diesel, Mia and Munchkin.

Robert C. Basiri, CPFA®, RICP®

Financial Advsior

781-446-5000

rbasiri@diamondpointwealthpartners.com

Since 2010, Robert has brought dedication and integrity to the business and understands the importance of teamwork. As a founding member of Diamond Point Wealth Partners, he focuses on managing the practice’s growth and strategic direction while providing service to his clients and their wealth management needs.
 
Robert attended Roger Williams University in Bristol, Rhode Island and graduated with a Bachelor of Science in Finance. Robert was raised in Framingham and currently resides in Norfolk, Massachusetts with his wife Ashley, and two daughters Lilliana and Vivienne.  Robert is an active member of NAIFA, Massachusetts where he looks to provide industry advocacy and awareness to clients, prospects and local government. 
Outside of his practice, Robert enjoys playing basketball, golf, guitar, and spending time on Cape Cod.

Max Morgovsky

Financial Advisor

781-446-5040

mmorgovsky@diamondpointwealthpartners.com

Max Morgovsky is a Financial Advisor who takes a personalized approach to understanding clients’ unique financial situations, goals, and risk tolerance. He believes in building long-lasting relationships based on trust, transparency, and integrity. Whether you're planning for retirement, saving for your children's education, or growing and protecting your wealth. As an independent advisor, he's committed to empowering you to make informed decisions.

As a son of immigrant parents, Max knows the value of hard work, determination, and perseverance, by bringing these qualities to every client relationship. With Max as your guide, you can trust that you're not just getting financial advice – you're getting a partner who's dedicated to your success, every step of the way.

Prior to joining Centinel Financial Group, Max attended Needham High School in Needham, MA, and graduated from the University of Hartford in the class of 2019 where he studied Finance and Economics. 

A resident of Needham, MA, Max enjoys traveling, working out, and spending quality time with friends and family. He is also fluent in English, Hebrew, and Russian.

Bonnie Koch

Client Services Associate

781-446-5000

bkoch@diamondpointwealthpartners.com

Bonnie brings over 20 years of marketing experience in brand strategy and account management to Centinel. As a consultant for Boston-based Plan-it Marketing, a brand strategy firm, Bonnie has worked with many financial services clients, including Bank of America, Merrill, Fidelity Investments and John Hancock. As an account manager at San Francisco-based LesConcierges, Bonnie provided high-touch client service for credit card customer loyalty programs.

Bonnie's commitment to personal growth led to over 6 years of leadership development training. As a partner in CORE Coaching & Consulting, an international coaching company, and previously as an adjunct Professor at Boston University's College of Communication, Bonnie has mentored and coached a wide range of audiences. Bonnie holds a BS in Mass Communication from Boston University.

Derek Karner

Financial Advisor

802-228-5774

dkarner@diamondpointwealthpartners.com

Derek Karner is a financial advisor with Diamond Point Wealth Partners. He earned his Bachelor of Science in Finance with a concentration in Economics from Bentley University in Waltham, Massachusetts. Derek began his career in financial services at Huntley Financial Services in Ludlow, Vermont, where he gained hands-on experience in client service and administration. Prior to his work in finance, Derek managed operations and craftsmanship at his family’s fine furniture business.
 
Derek is committed to building strong, personal relationships with his clients. By taking the time to understand their goals, interests, and lifestyles, he provides tailored financial strategies that align with their long-term vision. Derek values a team-based approach to financial planning, collaborating with CPAs and estate attorneys to offer well-rounded support tailored to each client’s goals.
 
Originally from Tewksbury, Massachusetts, Derek now lives in Belmont, Vermont with his wife Stephanie and their two cats. He enjoys an active lifestyle that includes skiing, snowshoeing, golfing, and fishing, as well as gardening and home improvement projects with his wife.
Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.