Diane is our Relationship Manager. She is the link between you and your advisor. Diane greets you when you call or visit our office. She filters queries to the correct person in the office and resolves concerns or requests in a timely and professional manner. Diane handles our scheduling, client information data and oversees compliance regulations.

Diane has been with our firm since 2007 and brings a great deal of warmth to the office. Her many years of work experience in the customer service arena bring a great mix of experience to our firm. She has previously worked in retail as an auditor and customer service supervisor, as a sign language interpreter and medical assistant in pediatrics. Diane also owns her own business in the graphic design, typesetting & publishing industry.

In her spare time Diane enjoys volunteering her talents and time to her neighbors, community and family. She enjoys many crafts and working in her yard.