Simplified Financial Advice.

Diana puts much effort toward identifying ways she can help the advisors on our team get what they need. Her support helps keep back-office processes running smoothly.

Diana has worked in the wealth management industry for over 35 years. She graduated from the University of Maryland, College Park with a Bachelor of Science degree in journalism and a minor in business.

Diana enjoys cooking, attending concerts, gardening, and making pottery. Her guilty pleasure is watching Hallmark movies.