Focus
Diane has over 36 years of experience in client service, financial operations, and investment support. She provides administrative and operational assistance, helping clients manage financial matters efficiently. She is committed to clear communication and responsive service, striving to ensure a seamless client experience.
Diane takes pride in being a reliable resource, offering support that helps clients navigate their financial needs with confidence. She fosters an open and welcoming approach, reassuring clients that their questions and concerns are always valued. Dedicated to building strong client relationships, she encourages open communication and is always available to assist with their financial inquiries.
Education & Credentials
- Branch Operations Certification, A.G. Edwards
- FINRA Licenses: Series 7, Series 63, Series 65
Outside the Office
Diane enjoys spending time with her family, especially gathering to watch movies, play cards, and follow sports playoff games. She enjoys cooking, reading and unwinding with a good TV series. She cherishes the time she spends with her pets. Originally from New Castle, PA, Diane appreciates the balance that her personal interests bring to her life.
