Diane has been an Independent Wealth Manager for almost forty years. Early in her career, she saw the need most people have for financial guidance because financial decisions can be very stressful. She saw many friends and family struggling to find the help they needed to map out their financial future. She has developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to make better financial decisions.
A Bachelor of Arts degree in Economics from Binghamton University and Bachelor of Science degree in Accounting from SUNY College at New Paltz, Series 6, 7, 63 and 24 licenses, and a licensed Certified Public Accountant have all added to her unique approach to wealth management. Diane is also licensed in life, disability and long-term care insurance.
Additionally, over the years she found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through the complex financial services options available today. She has a network of seasoned professionals she works with who are as passionate as she is to help you be financially successful, no matter how you define success.
No one strategy fits everyone, she specializes in developing sound retirement and tax efficient investment strategies. She will help you put together a financial plan using a holistic wealth management approach, incorporating when appropriate investment management services, insurance, estate conservation, and wealth preservation strategies integrated with your personal tax situation.