As an account executive and financial planner, Diana is responsible for maintaining client relationships, recommending suitable investment strategies and developing tailored financial plans. Prior to joining Adviser Investments 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 (CDFA®) in 2021. Diana is an avid runner and teaches group fitness classes in her spare time.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.
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