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, conscientious and thorough manner. She prides herself on providing efficient, high-quality client service.
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. Her responsibilities include assisting clients with financial questions and resolving technology issues. She began her career in the financial services industry in 2001.
Diane holds a Series 7 and 63 securities licenses and earned a bachelor’s degree in English, graduating magna cum laude, and a master’s degree in elementary education from Mount Saint Mary College.
