Financial Advice That Makes the Complex Simple

Meet Diane

Diane’s impressive organizational skills shine in her role as our Client Service and Operations Associate. With several years of experience working in the financial services industry, Diane is well-versed in skillfully assisting both clients and the team to help everything to run smoothly.

A graduate of the University of Delaware with a bachelor of science in Business Administration with a concentration in Finance, Diane held the roles Analyst, Underwriter and Credit Officer before joining Carson Wealth.

Diane lives in East Walpole with her husband, two sons and labradoodle named Pepper. She spends her free time watching both boys play hockey and lacrosse, taking the dog for numerous daily walks, shopping with friends and catching up on Netflix shows.