Qualifications & Licenses

Diane is Vice President of Wealth Planning with Trilogy Financial Services, as well as an Investment Advisor Representative with Trilogy Capital, Inc. Prior to joining Trilogy, she spent several years as a senior business professional with specialization in account management, revenue & goal plan implementation, and project & team management. Her results have benefited short & long term objectives.

Diane joined Trilogy Financial Services in March 2007. Diane's hard work and dedication to her clients has been prevelent since the beginning of her career. Since joining Trilogy Financial Services, Diane has been amongst the top producers in the company based on overall production and revenue generation.* Diane is recognized company-wide as a leader, mentor and advocate for helping newer representatives cultivate their approach to help their clients work towards financial independence.

Diane holds the Series 6, 63 and 7 securities registrations through LPL Financial, and the Series 65 securities registration through Trilogy Capital, Inc., in addition to being licensed in Life, Health, Disability and Long Term Care Insurance.  These licenses allow Diane to use a variety of products and services to help address her clients' specific financial planning needs. Diane also has the support of professionals in Tax & Estate Planning, Business Planning, Real Estate, Mortgage, and other areas of financial need, to assist her with the planning efforts of her clients. She firmly believes in the synergy between these areas of financial services. These entities together create a pillar of education, knowledge and planning efforts to help Diane's clients work towards their financial goals. Diane strives to stay on the cutting edge of information, and is a member of various professional organizations.
 

 

 

*These awards are based on production value.
Receipt of awards are not based on investment performance, nor is it an indication of future performance.