Sean Diaz

Sean joined Round Rock Advisors in 2024 as part of the client services team. His strong communication skills, client service abilities and attention to detail, have enabled Sean to assume the role of Client Services Team Lead. In his current role, Sean manages a team of Round Rock professionals handling client inquiries, requests, account maintenance, reporting, and supporting the development of personalized financial plans for clients. Sean’s background includes communications, office administration and customer service roles, and publishing credits in writing/poetry. He holds a B.A. in Social Behaviors and Sciences from Western Kentucky University.