As a professional woman with 33 years in the financial-insurance industry, Diane is excited to share with other professional women both her knowledge and passion for building a solid future by demystifying the world of finance and insurance.  

After spending 16 years in corporate financial management roles, she understands the unique challenges professional women face daily in juggling priorities of balancing their work life, family life, financial goals, advancing careers, and/or charity work. She is committed to partnering with her clients to bring clarity and confidence and to assist in helping them to pursue their goals.

As an Accredited Wealth Management Advisor (AWMA®), Diane is a strong advocate of education and believes it is the first step in building a successful plan.  While embracing the standard investment theories and tools, she believes in exploring behavioral finance through the process of one’s money memories.  As a firm believer in the broad approach to finance, she believes financial planning is as much science as it is art.