Simplified Financial Advice.

Meet Diane


As our team’s Private Client Manager, Diane’s support makes it easier for our advisors to provide comprehensive financial planning and investment management services. She makes it a point to get to know each client and enjoys educating, guiding, and supporting them to ensure their needs are being met so that they can pursue their financial goals.

A graduate of The College of New Jersey with a degree in psychology with a specialization in Industrial Organization, Diane also obtained the Financial Paraplanner Qualified Professional (FPQP™) designation from the College of Financial Planning. She boasts more than two decades of client management experience and understands the importance of integrity and attentive service when building lasting relationships with clients.

Outside of work, Diane spends her time traveling and watching baseball. She is a big fan of the Red Sox and enjoys watching them play whenever she has the opportunity.