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.
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For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.