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Where you can feel more at home with

your investments

Diane Nikeshin

Senior Registered Client Service Associate

Diane supports the business operations of our team and addresses important operational and administrative needs. She helps ensure that all service requests and client questions are handled in a timely and accurate manner. She also assists our team in addressing the specialized needs of women business owners, helping us develop plans and portfolios and provide guidance on all related financial matters.

    • Diane holds Series 7and 63 licenses and earned a master’s degree from Mount Saint Mary College in Newburgh, New York. She lives in Goshen with her husband, Vasily, and they have a son, Andrew. In her free time, Diane enjoys ballroom dancing.

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