Before Diane entered the realm of Financial Management, she first began her career in retail banking in 1990. After ten years of outstanding customer service, Diane decided to transfer her abilities to the investment department.
In 2009 both Diane and Jeff felt a moral obligation to put their clients’ interest first and to maximize the services brought before their clients. In order to obtain this, they became independent advisors with Raymond James Financial Services.
Diane’s mission is to inspire our clients to make sound, informed decisions through communication, education, integrity, and a service to which exceeds the clients’ expectations. Her goal is to make a positive contact and difference with our clients, whether dealing with individuals, families, or businesses.
One of Diane’s major areas of focus is to help soon to be retired LAPD officers make a smooth transition into retirement life, and help ensure they will not outlive their retirement assets. She is also well educated in their Deferred Compensation and the “Drop” program. Although this may be one of her keen areas of expertise, Diane is also well equipped to transition her skills to any potential retiree.
Diane holds the Series 7, 66, and 63 securities registrations, as well as life, health, disability, and long-term care insurance licenses. Diane and her husband Richard, live in Long Beach, California. Richard is a sergeant with the Los Angeles Police Department, and currently heads the security detail for the Chief of Police. Diane and Richard have three grown children: Rick, Matt, and Daniel. Outside the office she enjoys cooking, beach camping, sporting events, and long walks with her German Sheppard, Jake.