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Financial Advice that Makes the Complex Simple.

About Diane

Diane strives to be flexible and accommodating as our Client Service Manager. She also strives to be creative, innovative and responsive – all attributes which are of great benefit to our team.

Diane is a Cannon Private Banking Certification recipient. Her proactive approach stems from decades of experience in the financial services industry. She attempts every day to anticipate and put the needs of the clients first.

An avid community volunteer, Diane is a Special Olympics ambassador and volunteers her time with Quality Living, Inc. In her spare time, she enjoys reading, traveling and listening to music. She hopes to one day visit Greece or Australia.

What’s your favorite food:

Mexican food

Best piece of financial advice I received:

Hold on to private family stock.

Favorite movie or TV show:

“Ozark” and “Schitt’s Creek”

What motivates me:

Positive people

Favorite holiday:

Easter and Christmas

Something on my bucket list:

Mediterranean cruise

Place I’d most like to visit:

Greece or Australia

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.