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, and she earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2020 and 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/.
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