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Meet the Team

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PETER BLOK, CFP®

President and

Lead Financial Advisor

Peter serves as President and Lead Financial Advisor to a select number of clients seeking a financial planning strategy that is better insulated from those events that are out of our control, such as financial market volatility, political and economic uncertainty. 

 

Peter has specialized in financial and investment planning since 1998. Peter received his BBA degree in Accounting from James Madison University. He holds his Securities 6, 7, 63, and 65 registrations as well as a life and health insurance license. Peter also maintains a Certified Financial Planner designation.

 

Peter is a member of the Financial Planning Association, a proud supporter of the Light The Night fundraising arm of the Leukemia & Lymphoma Society, and plays many leadership and philanthropic roles through Whitford Country Club and its Charitable Foundation.

 

In his limited spare time, Peter enjoys playing tennis, golf, skiing, traveling, and building a lifetime of memories with his wife Amy, daughter Libby, and son Charlie.

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MARK DIADDEZIO

Financial Advisor

Mark joined the Blok Financial team in October 2012. He enjoys the partnership he shares with his clients in developing and implementing plans designed around their life needs and goals.


Mark received a Bachelor of Business and Economics degree from Wheaton College in Illinois and has worked in the investment management and client relationship field since 1995. He holds the Securities
Series 7, 63 and 65 registrations as well as his life health insurance license.


Mark is extremely grateful for his wife, Nelah, and their three children, Joseph, Nina, and Sophia and deeply enjoys the family time they’re able to spend together.

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JOSH LEVITUS

Financial Advisor

Josh joined the Blok Financial team in April 2026 

and will be working with individuals and families to develop thoughtful financial strategies designed around their long-term goals. He enjoys building lasting relationships with clients and guiding them through important financial decisions with a clear, disciplined planning process.

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Josh earned his BS in Finance from Lehigh University and holds the FINRA Series 7, 24, 52, 63, and 65 registrations, as well as his life and health insurance licenses, allowing him to provide a broad range of investment and financial planning services.

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Josh currently lives in Old City, Philadelphia, with his fiancée, Lindsey, and their dog, Romeo. In his free time, he enjoys spending time with family and friends, staying active, and exploring everything the city has to offer.

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JILL MAKI

Client Experience

and Operations Manager

Jill joined the Blok Financial team in April 2019 as the Client Experience and Operations Manager. In this position, Jill helps retain and improve our clients' experience through event planning, account administration, and coordinating client reviews. She holds a BA and Ph.D. from the University of Pennsylvania.  

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Jill is an avid cyclist and enjoys spending time out on the roads of Chester County. She also remains involved in the local swimming community, serving as a PIAA-certified official for high school swim & dive meets. 

Information provided is from sources believed to be reliable however we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a 3rd party website you are leaving our site and assume total responsibility for your use of these sites.

Contact us today | (484) 234-3300

243 W Lincoln Hwy, Exton PA 19335

Registered representatives offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and registered investment advisor. Member FINRASIPC. Blok Financial and IFG are unaffiliated entities. 

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Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/

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Licensed to sell securities in AZ, CA, CO, CT, DC, DE, FL, HI, MD, MI, NC, NJ, NV, NY, PA, SC, UT, VA. This is not an offer or solicitation in any other state.

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