Account Manager, Financial Planner
Diana joined Adviser Investments in September of 2016. As an account manager and financial planner she is responsible for maintaining client relationships and working closely with portfolio executives to develop custom-tailored financial plans. Prior to joining Adviser Investments, Diana worked on the client service team at Income Research + Management and Windhaven Investments. She graduated from Virginia Tech with a B.S. in biology and chemistry, and earned her CERTIFIED FINANCIAL PLANNER™ designation in 2020. In her spare time, Diana enjoys teaching spinning and group fitness classes.