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 earned her Certified Divorce Financial Analyst 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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