
Professional
- Earned the Certified Fund Specialist (CFS®) designation via the Institute of Business and Finance.
- Achieved the Chartered Retirement Planning Counselor designation (CRPC®) via the College for Financial Planning
- Diane serves on the MWM Investment Committee which screens investments and helps to identify investing opportunities for clients across the entire company
Personal:
- Diane comes from a multi-generational family of investors and financiers
- Successfully completed 7 full Ironman races, 10 marathons, 3 SwimRun competitions, and a great many Half-Ironman races and Half-Marathons
- She loves to travel and one of her goals is to visit all seven continents
- Graduated from Florida Atlantic University with a B.A. in English Language and Literature/Letters
Odd Facts
- Diane performed for two U.S. Presidents and the First Lady as a member of an award-winning high school choir
- “Ask me about the longest swim I’ve ever done – it was in 2024!”
- When she was a kid, she was the first girl to make the all-boys soccer team
- Diane’s first dog was a standard poodle named Astro, and she came up with the name while driving by the Astrodome