Diane serves as a Wealth Manager, working closely with individuals and families to establish and maintain comprehensive holistic financial plans. Specializing in investment management, estate planning, tax planning, risk management, employee benefits, education planning and retirement planning, Diane covers all aspects of professional wealth management.
With more than 13 years of experience in the financial services industry, Diane prides herself on helping clients meet their long-term goals for their personal financial future while also planning for the next generation (and beyond). Prior to joining Creative Planning, she worked as a Portfolio Manager and Senior Wealth Planner for an independent investment advisory firm in Detroit.
Diane graduated summa cum laude and received her bachelor’s degree in Business Administration from Walsh College. She is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and an Accredited Investment Fiduciary® as designated by the Center for Fiduciary Studies.
Diane enjoys traveling, reading, hiking, and spending time with friends and family.
*See all Creative Planning disclosures and sources.