About Lanny & Bert

We are the Dividend Diplomats. Two guys in their Mid-20’s young-30’s in a race to gain more time now before we hit 59.5 years of age for the “normal” retirement age. You can see our goals at the linked page. The Dividend Diplomat journey began in a 1997 Toyota Celica that was struggling over the 200,000 mile mark on our way to Clearfield, PA… One individual had over $1.5K in projected dividend income and the other had more money in his pocket than projected dividends in his portfolio, and let’s just say – most people don’t hold that much cash, if you catch my drift.

This is when the journey truly began, a nice 3.5 hour conversation from two CPAs in a beater of a car, talking about breaking free from the chains of working as a CPA. We both were fired up, eagerly talking investing strategies and that is when the one Diplomat began his preaching on the Dividend Investing topic.  He discussed how it takes the nonsense out of the ridiculous world of investing and suddenly made it very clear on the strategy to truly build a cash flowing, incoming thriving portfolio. Here is where we will describe who we are briefly, as well as link to the longer story from where we have come from and where we are about to go. Thank you for visiting our site, as we update you on or purchases, stock analysis’, goal status, portfolio updates and, of course – our dividend income monthly breakdowns. Let’s all try to learn and push each other to new lengths to fully reach financial independence, here we go!

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  • Age: 31
  • Born: Akron, Ohio
  • Where did you graduate?: The University of Akron – B.S. Accounting (2009) and MBA-Finance (2011)
  • First Stock/Investment Owned: T. Rowe Price 2040 Fund
  • Date of your first purchase: February 9, 2009
  • Top Dividend Producing Stocks: Canadian Imperial (CM) and AT&T (T) (as of 8/26/19)
  • Current Overall Yield: 3.66%

Read more on Lanny’s Journey


  • Age: 30
  • Born: Cleveland, Ohio
  • Where did you graduate?: THE Ohio State University – B.S. Accounting (2011) and Case Western Reserve University -MAcc (2012)
  • First Stock/Investment Owned: Bank of America (BAC)
  • Date of your first purchase: September 20, 2010
  • Top Dividend Producing Stocks: Citizens & Northern Bank (CZNC) & Target Corp (TGT).
  • Current Overall Yield: 3.98%

Read more on Bert’s Journey

21 thoughts on “About Lanny & Bert

  1. Lanny, Bert,

    realising that you two are together on to this journey together as friends made my heart jump.
    That really is remarkable. As is your blog at first glance.

    I am looking forward to digging deeper into it.

  2. I read an article of yours on SA and as a fellow 20-something starting my investment journey (long-term focused as yourselves) I look forward to following your journeys and learning from them. Happy investing!

  3. So glad to see two smart young adults doing what they can to provide for them self
    Keep up the hard work and it will pay off down the road

  4. Hi,

    Just wondering if you accept advertisements on your website(dividenddiplomats.com)? If so, then I’d

    love the chance to buy some space from you.

    Let me know if you’d like to hear more and we can arrange a deal.

    Alan Williams

  5. Dear dividenddiplomats.com,

    Just wanted to check if you accept outside contribution / sponsored posts.

    I’m Ariaa Reeds – a freelance writer and digital marketer. I write similar articles about business/technology/finance, so kindly guide me through with the process.

    Looking forward to hearing back from you.


  6. Hi Lanny and Bert,

    My name is Anuj Agarwal. I’m Founder of Feedspot.

    I would like to personally congratulate you as your blog Dividend Diplomats has been selected by our panelist as one of the Top 100 Frugal Blogs on the web.


    I personally give you a high-five and want to thank you for your contribution to this world. This is the most comprehensive list of Top 100 Frugal Blogs on the internet and I’m honored to have you as part of this!

    Also, you have the honor of displaying the badge on your blog. Use the code to display the badge proudly on your blog.


  7. It’s great to hear about how you got started. I would love to hear more about your methods. I built myself some pretty cool excel tools to track my earnings and progress. How do you guys do it?

  8. Hi Lanny,

    I recently stumbled onto your blog and liked what you were doing!

    I have a few clients who would like to work with bloggers in the personal finance niche and wanted to hear more about your advertising offerings. Do you offer guest posts or sponsored posts?

    If you do, I would love to hear more about your pricing and how you typically do these posts.

    I appreciate your time and hope your week is going well.


  9. Hey Lanny,

    I’m a content writer and specialize in finance, money managing, debt, investment related topics.

    Do let me know if you accept paid posts. We are very much interested in paid postings.


  10. Hey guys, congrats on your blog, I have been reading it for some time and really like your insights on dividend investing. I created a site for long-term investors (https://stockrow.com/), where you can visualize financial data on interactive charts and embed them on a website. I was thinking it might be useful for some of your articles, as you can quickly display 10 years of data on a chart. If you have time to check it out, I would really appreciate your feedback.

    Best regards,

  11. Guys,
    Do you do direct stock purchase plan investing? I have been doing that since 1997.
    My dividend income for this year is expected to be over $10,000.

    McCormick looks like it gave me about a 10% dividend increase. Woo-Hoo.

  12. LMAOOO, “THE” Ohio State University. I hate you. I go to Kent State right now. If you guys ever have a meet-up, I’d love to attend. I think this is one of the best PF blogs out there right now.

  13. Hey guys,
    My name is Tyler R. Martin. I’ve been reading for a while and have always been very interested in your content. I was hoping you’d be interested in having me contribute as a guest or perhaps you guys could use one of my posts. It would really help me get the ball rolling and I think your readers would love it. Please check out my site at https://paragonvalueinvestment.com/ and send some feed back if able. Id be happy to help you guys in anyway possible. You can email me at ty.r.martin97@gmail.com and would love any and all help.
    Tyler R. Martin

  14. Pingback: How We Unlocked More Options and Insanely Better Choices

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