Diane has a wide range of professional experience in the managed care, bankruptcy servicing, small business marketing, and technology industries before starting with WPWealth in November 2018. Her strengths are building strong relationships, utilizing technology, and consistently thinking about ways to improve processes all with the goal of providing the best client experience possible.
Diane supports her community by volunteering with Mission Arlington and her local church. She also coordinates personal finance classes with a focus on making smart money decisions through budgeting, paying off debt, and saving for retirement. She loves to see first- hand how information and inspiration can help families turn the page from worry about family finances to hopeful about the future.
Operations Associate – WPWealth (2018 – Present)
Siemens Industry, Inc. – Executive Assistant (2015 – 2018)
Classic Green – Operations Manager, Marketing (2013 – 2015)
Ascension Capital Group – Resource Manager, Group Manager (2008 – 2013)