Diane is a financial planner on the WealthStone planning team. She works with individual clients in information gathering, analyzing, and implementing financial strategies. Before joining WealthStone in 2008, Diane served as the executive administrative assistant for the corporate finance department of the BISYS Group, Inc. She has more than eleven years of experience in the financial services industry.
Diane is a graduate of the University of Dayton, earning a Bachelor of Arts degree cum laude in International Studies and Spanish. She obtained her CERTIFIED FINANCIAL PLANNER™ certification and her Chartered Financial Consultant® designation in 2011. She lives in Grandview Heights.