Diana
As the practice business manager, Diana has a hand in nearly everything the practice does, from responding directly to clients’ requests to supporting financial plan creation and investments.
Diana strives to always maintain a professional and ethical demeanor. She believes that achieving a balance between professional and personal life is advantageous. Demonstrating and earning respect is fundamental to her values. Her goal is for her clients to feel supported as they pursue their long-term financial goals, and she is willing to invest the time it takes for them to feel confident with a plan of action.
Education and experience
- Bachelor of Science, finance, University of Phoenix
- Associate of Arts, business finance, University of Phoenix
- Series 6, Series 7, Series 63 and Life & Health Annuity licenses
- Financial industry professional since 1993
Outside the office
Diana is passionate about running and exercising, and strives for personal growth in the mental, physical and spiritual facets of her life. She enjoys traveling, learning about different cultures and reading a variety of genres. She understands the value of time, so she works to spend meaningful moments with her loved ones in shared joy.
“Life is a precious gift,” she says, “and we should embrace every moment we are given.”
Originally from Brooklyn, she currently lives in Worcester, Massachusetts with her husband Luis, who was her high school sweetheart. The couple has three daughters and a grandson.
