With over 40 years of experience in the insurance, investment, and financial planning industries, Diane has established herself as a dedicated administrative assistant known for her exceptional organizational skills and unwavering commitment to client service. Throughout her career, Diane has been instrumental in supporting advisors and their clients in a wide variety of administrative and compliance areas.

Her passion is ensuring that all of her client's administrative needs are met so that they can focus on their careers, families, and plans without unnecessary stress. This can involve everything from managing paperwork and scheduling their review meetings to helping them transition their retirement plans when they retire. Diane enjoys getting to know the clients on a personal level to help build the trust that is so valuable to tailor and support their unique needs and goals. Understanding their backgrounds, aspirations, and concerns is a vital part of her client relationship.

Married to her husband, Tom, Diane enjoys spending quality time with their adult children, Kaitlin and Andrew, along with their spouses, Erik and Jerika. She is also a proud grandmother to two grandchildren, Henry and Hannah. Outside of work, she cherishes family moments and enjoys, reading, cooking, and various craft activities. Diane and Tom enjoy travel and have gone on many trips both domestically and abroad and they look forward to future travel whether it is just the two of them, with family or with friends.