Diane follows a disciplined process in developing a comprehensive plan that identifies and addresses her clients' specific needs and objectives. She takes a holistic view of her clients overall financial situation and works with them to put a plan in place that is designed to meet both their short and long term financial goals.She is diligent in understanding the specific situations of the people she works with; thereby being able to help her clients quantify their goals and assess their tolerance for risk relative to their goals. She then evaluates her clients' current state of affairs, makes appropriate recommendations and develops a customized strategy. Diane monitors her clients' progress, meets with them regularly and addresses any changes in their objectives.
Diane holds Series 6 and 7 (General Securities) licenses, as well as a Series 66 (State Law) license. She also has a Series 26 (Branch Supervisory) license. She is a Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA) and is licensed to sell life insurance, long-term care insurance, and annuities. She received a BS in Finance and Economics and MBA from the University of Hartford.
She has worked in the financial services industry for over twenty five years. She is a lifelong resident of West Hartford, a former ambassador with the West Hartford Chamber of Commerce, and past member of the Central Connecticut Women's Forum, The Suburban Woman's Club of West Hartford, the Avon and Simsbury Chamber of Commerce, The Exchange Club of Farmington and the Human Resource Association of Central Connecticut.