As a wealth advisor, Diana is responsible for maintaining client relationships, recommending suitable investment strategies and developing tailored financial plans. Prior to joining Adviser in 2016, Diana worked on the client service teams at Income Research + Management and Windhaven Investments. She graduated from Virginia Tech with a B.S. in biology and chemistry, she has been a CERTIFIED FINANCIAL PLANNER™ professional since 2020 and she earned her Certified Divorce Financial Analyst designation in 2021. In 2023, she was named a Five Star Wealth Manager by Boston magazine. Diana is an avid runner and teaches group fitness classes in her spare time.
Five Star Wealth Manager (2023)
Pay yourself first. Set aside a portion of each paycheck—no matter how small—and save it. Not only does this form good habits and ward off temptation of unspent money burning a hole in your pocket, but you will be surprised at how quickly that money accumulates!
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Cash Flow Planning
Social Security Analysis
Employee Benefits Maximization
For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC