Jeffrey Diel, CFP
Managing Director - Investments
Private Wealth Financial Advisor
Credentials & Accolades
Unique to Wells Fargo Advisors, a Private Wealth Financial Advisor focuses on working with high-net- worth clients. Jeffrey Diel, CFP® and Matthew Mahoney, Managing Directors – Investments and Private Wealth Financial Advisors are able to provide clients access to products and services through various Wells Fargo affiliates such as the Wells Fargo Private Bank experience and Wells Fargo Securities to address clients’ wealth management needs.
Jeffrey Diel, Managing Director – Investments has earned the CERTIFIED FINANCIAL PLANNER® professional certification. To earn his CFP® credential, Jeff completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER® practitioners from other professional advisors, who typically focus on only one area of a client's financial life.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
The Diel-Mahoney Private Wealth Management Group is honored to have been named Forbes Best-In-State Wealth Management Teams for 2025, 2024, and 2023. They take a holistic approach offering tailored strategies for retirement, estate planning, and risk management.
Jeffrey Diel, Managing Director – Investments is honored to be recognized as one of Forbes Best-In-State Wealth Advisors in 2025 and 2024. This award is a reflection of the trust clients have placed in Jeff over the years.
Matthew Mahoney, Managing Director – Investments is honored to be recognized as one of Forbes Top Next-Gen Wealth Advisors Best-In-State in 2024 and 2023. The recognition is a testament to Matt’s unwavering commitment to put clients first, always.
Jeffrey Diel, Managing Director – Investments earned the Five Star Wealth Manager Award for 14 years in a row: 2011-2025 in Milwaukee, WI.
Matthew Mahoney, Managing Director – Investments earned the Five Star Wealth Manager Award for 3 years in a row: 2023-2025 in Milwaukee, WI.
Jeffrey Diel, Managing Director - Investments has been named to Wells Fargo Advisors Platinum Council from 2023-2025.
Additional Resources*
Bank products and services are available through Wells Fargo Bank, N.A.Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Wells Fargo and Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.
* 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. See additional award disclosures.
** 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. See additional award disclosures
*** 2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. See additional award disclosures
**** The Five Star Wealth Manager award was issued on 06/01/2025 by Five Star Professional (FSP) for the time period 09/18/2024 through 02/28/2025. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 1686 Milwaukee-area wealth managers were considered for the award; 171 (10 % of candidates) were named 2025 Five Star Wealth Managers.
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This award was issued on 06/01/2024 by Five Star Professional (FSP) for the time period 09/12/2023 through 03/29/2024. 1647 Milwaukee-area wealth managers were considered for the award; 178 (11 % of candidates) were named 2024 Five Star Wealth Managers.
This award was issued on 06/01/2023 by Five Star Professional (FSP) for the time period 09/12/2022 through 03/31/2023. 1,636 Milwaukee-area wealth managers were considered for the award; 173 (11% of candidates) were named 2023 Five Star Wealth Managers.
This award was issued on 06/01/2022 by Five Star Professional (FSP) for the time period 09/27/2021 through 03/25/2022. 1523 Milwaukee-area wealth managers were considered for the award; 171 (11% of candidates) were named 2022 Five Star Wealth Managers.
This award was issued on 06/01/2021 by Five Star Professional (FSP) for the time period 09/7/2020 through 04/9/2021. 1036 Milwaukee-area wealth managers were considered for the award; 169 (16% of candidates) were named 2021 Five Star Wealth Managers.
This award was issued on 6/1/20 by Five Star Professional (FSP) for the time period 09/16/2019 through 04/10/2020. 1092 Milwaukee-area wealth managers were considered for the award; 172 (16% of candidates) were named 2020 Five Star Wealth Managers.
This award was issued on 6/1/19 by Five Star Professional (FSP) for the time period 09/17/2018 through 04/12/2019. 1061 Milwaukee-area wealth managers were considered for the award; 224 (21% of candidates) were named 2019 Five Star Wealth Managers.
This award was issued on 6/1/18 by Five Star Professional (FSP) for the time period 10/3/2017 through 04/18/2018. 1461 Milwaukee-area wealth managers were considered for the award; 220 (15% of candidates) were named 2018 Five Star Wealth Managers.
This award was issued on 6/1/17 by Five Star Professional (FSP) for the time period 09/30/2016 through 04/17/2017. 1148 Milwaukee-area wealth managers were considered for the award; 237 (21% of candidates) were named 2017 Five Star Wealth Managers.
This award was issued on 5/1/16 by Five Star Professional (FSP) for the time period 09/6/2015 through 05/5/2016. 923 Milwaukee-area wealth managers were considered for the award; 370 (40% of candidates) were named 2016 Five Star Wealth Managers.
This award was issued on 6/1/15 by Five Star Professional (FSP) for the time period 09/6/2014 through 05/5/2015. 1329 Milwaukee-area wealth managers were considered for the award; 430 (32% of candidates) were named 2015 Five Star Wealth Managers.
This award was issued on 6/1/14 by Five Star Professional (FSP) for the time period 09/6/2013 through 05/5/2014. 1744 Milwaukee-area wealth managers were considered for the award; 397 (23% of candidates) were named 2014 Five Star Wealth Managers
This award was issued on 6/1/13 by Five Star Professional (FSP) for the time period 09/6/2012 through 05/5/2013. 2672 Milwaukee-area wealth managers were considered for the award; 524 (20% of candidates) were named 2013 Five Star Wealth Managers.
This award was issued on 6/1/12 by Five Star Professional (FSP) for the time period 09/6/2011 through 05/5/2012. 1291 Milwaukee-area wealth managers were considered for the award; 303 (23% of candidates) were named 2012 Five Star Wealth Managers.
***** The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.