Dianna is dedicated to helping us provide a dedicated and focused client experience. She is committed to helping educate and inform our clients throughout their financial journey, while working to make their lives easier.
She assists clients with check, wire and money movement requests, address changes, and all things related to their accounts, including answering questions and processing account updates. Dianna also greatly assists our team with many essential administrative duties.
Before joining our team in February 2024, Dianna was a field radio operator in the Marine Corps and a caregiver throughout college. She holds a bachelor’s degree in forensic science from Seattle University.
Dianna is originally from Kirkland, Washington and now lives in Richlands, North Carolina with her husband, Michael, and children, Rorie and Kayce. When not in the office, Dianna enjoys hiking, traveling and spending time with family.