John Diak, Cfp® Email & Phone Number

Parker Co

Oatley & Diak, LLC is a family-run registered investment advisory (RIA) firm that provides clients with investment management and financial planning services in a hands-on, intimate environment. Our diverse wealth of education and industry experience gives you access to a reservoir of knowledge to assess and construct a strategy that can identify your unique needs. We offer a process-driven, value approach to create a financial plan that will assist in achieving results over the long term. The investments utilized in this approach adhere to our strict set of requirements. Each client’s goals and objectives are reviewed using a disciplined monitoring process with one-on-one client meetings.Our team environment transcends the firm structure. We work with your other advisors, such as CPAs and attorneys, to create a streamlined approach to managing your wealth.

Parker Co

- Key contribution in the development of town policy, while accountable for approving and overseeing budget- Strict implementation of ordinances and delivery of ad hoc assistance across the town, county, and region- Maintenance of communication among internal departments and external governmental and non-governmental entities to guarantee two-way communication- Management of town administrator in executing direction from the council to the town staff- Major role in the allocation of $124M budget to staff comprise of more than 800 people- Establishment of an entrepreneurial culture in the government- Enhancement of recreational programming, including open space, bike trails, and park space throughout the town- Initiation of efforts toward strategic planning and priority-based budgeting project implementation of the town- Driving force in attaining significant increase in revenue of the Cultural Department from startup to over $5 million in revenues within five years- Achievement of 96% rating for providing a beneficial quality of life to citizens

Greater Denver Area

- Creation of a regional planning strategy through Metro Vision plan- Improvement of regionalism through legislative and policy development and advocacy at national and state levels- Development of funding criteria and distribution of transportation and aging funding- Oversight of the Regional Board in allocating more than $260M on transportation funding every four years and $17M annually for senior/aging programs- Realignment of board and governance frameworks based on the existing regional vision- Successful acquisition of $64.38 M funding for federal transportation projects for Douglas County- Past Chair - Finance and Budget Committee/Performance and Engagement Committee/Board of Directors

Parker Co

- Fulfillment of key functions, including recommendation of commission members for appointment, addressing concerns, and encouraging the commission to create and execute programs for the benefit of the community- Management of the commission to ensure the alignment of activities with town strategic goals and on-time reporting to the town council- Vital role in empowering the commission in designing and implementing programs for a community-benefit expanded programming, such as adult lecture series, children’s programming, and a national music series- Substantial increase in the number of attendance, thus attaining 83% occupancy rate on all coordinated events, as well as to the volunteer opportunities by acquiring more than 400 members- Major contribution in increasing citizen outreach and opportunities for citizen participation by adding members to the advisory committees

Parker Co

- Fulfillment of leadership roles, encompassing business operations, general, and project administration; financial and asset management; shareholder reporting; human resource strategy development; and accounting, tax, and audit solutions implementation- Execution of diverse, innovative and collaborative services to broad based public and private sector clientele- Creation and deployment of policy while preparing monthly corporate financials and tax returns- Development of proprietary project management and payroll system

Master Of Science (M.S.), Finance

Bachelor Of Science (B.S.), Business Administration, Finance

Bachelor Of Science (B.S.), Human Development And Family Studies