Diane has 12 years’ worth of experience as a valued resource for her clients and community on investing and financial planning. Supporting female investors – long underserved by the industry - is a particular area of focus for her. Mrs. Diane is licensed to offer a variety of financial products, including mutual funds, variable annuities, and life insurance. She has experience working with a diverse range of clients, from individuals and corporations to charitable organizations and pension plans.
As part of her commitment to educating women, Diane hosts an annual Women’s Lifestyle Conference to help busy women in her community connect, refresh and inspire one another. Over the years Diane has presented as a keynote speaker, and appeared in media segments and publications discussing the importance of investing and strategies specific to women.
Diane graduated magna cum laude from Temple University's Fox School of Business with a master's in business administration (MBA) concentrating in finance. She earned her undergraduate degree from the University of Delaware, where she rowed on the women's crew team.
Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.