Diane is a member of our client services team and serves in our Cherry Hill location to provide team support for financial plan implementation and coordination of the onboarding process, as well as the servicing and maintenance of existing investment accounts.
Diane has held her current role for over 20 years and has extensive experience in anticipating and meeting the needs of our clients. Diane values the client relationships she has developed throughout her years of service and is committed to consistently providing a high level of professional service and support.
Diane is a life-long resident of South Jersey. She has a strong interest in fitness and nutrition and is a cat lover. Diane enjoys spending time with her two children and five grandchildren.