Diane joined DSF Wealth Management Group as a Client Services Associate in 2024. Whether you're a new client working with us for the first time or a long-standing client we’ve known for years, Diane is here to ensure that new accounts are handled with precision and care. She collaborates closely with clients and their financial advisors to ensure that money is transferred accurately and efficiently. Her unmatched attention to detail and commitment to transparency provides clients with confidence in the implementation of their financial plans. She is dedicated to delivering an exceptional experience for both DSF clients and colleagues, keeping everyone informed every step of the way.
Diane brings over a decade of experience in client services, operations, administration, and project management, including almost ten years in various roles at BNY Mellon and three years at a Registered Investment Advisor (RIA) firm. She is passionate about continuously expanding her knowledge and skills to stay at the forefront of the financial services industry.
Earning a Bachelor of Arts in Foreign Languages from West Virginia University in 2010, Diane went on to complete her Master of Business Administration at Southern New Hampshire University. Originally from West Virginia, Diane resides in Pittsburgh with her husband, Andy, and their two children, Davey and Elizabeth. In her spare time, she enjoys spending time with her family, working on home improvement projects, and gardening.