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.

Thomas Richard is a financial advisor with over 23 years of experience in the industry. Richard has a wide range of experience in financial planning, portfolio management, and selection of other advisors. Richard works with a variety of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations.

Richard teams up with his partner, Diane Marie, to provide a wide range of financial services to various clients from high-net-worth individuals and multi-generational families to retirement plan investors. They also focus on helping women make informed financial decisions, particularly during challenging times like separation and divorce.

Mr. Richard graduated from Villanova University with a Bachelor of Science in Accounting.

Richard is very active in his community, having served on the Joliet Park District Board and as the Elected Auditor of Joliet Township. He currently serves the organization as a Project Manager. Richard is an Educational Consultant for Joliet Catholic Academy and serves on the Advisory Board of the Joliet Region Chamber of Commerce & Industry.

Richard conceived of the music festival and bone marrow drive aspects of the annual Joliet Community Festival, and serves on the organizing committee for the event, which attracts thousands of participants each year and has added hundreds of names to the National Bone Marrow Registry.