Key experience: A licensed advisor since 1994, Diana has her Series 65 license as well as for Life and Health Insurance, Diana helps her clients develop financial plans that evolve over time. Her daughter Victoria’s path as an entrepreneur has given Diana insight into the financial challenges they often face.
Key message to clients: I have built my business through referrals, which I regard as the greatest compliment I can receive.”
Hobbies: Diana has dedicated herself to a number of charities including the Komen Breast Cancer 3-Day Walk, the Avon walk, she has hustled up the Hancock and Repelled down the Wit Hotel for respiratory health. Currently she is focused on charities that provide clean water to third-world countries
Diana can be reached at:
firstname.lastname@example.org and at 708‐695‐5850
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