Diane is the firm's lead administrative associate and helps with establishing new accounts, moving money, account transfers, administrative updates, and insurance case management.
She has been in the Financial Services industry for over 20 years and most recently worked as an insurance case manager for Mass Mutual in Newport Beach. Diane currently resides in Las Vegas, Nevada with her husband Steve and their dog, Monkey. Diane spends her free time hiking, bowling and enjoying all of the amazing the local cuisine.