Client Testimonials

Diane is an awfully nice person, she's diligent about providing the best customer service, she's a great listener and advisor. Rather than "telling" her customers what they should do, she includes us in the decision-making process. - Pat H.³

I have been a client of Diane's for at least 16 years. She is always the calm in any economic storm. I don't think I would feel so comfortable now if it were not for Diane. - Ellen G.³

It has been my good fortune to have worked with Diane for almost 30 years. As a recent retiree, I feel well prepared to enjoy this new chapter of my life! Thank you my friend. - Pat S.³

I have been a client of Diane's for about 25 years. I have been able to do things because of the investment advice and money management that she has given me over the years. - Sheri M.²

I had been working with Diane to manage my mother's accounts and was happy with her, so I also engaged Diane. In the 30+ years that I have been working with her, she has been an excellent source of information and advice. - Ed T.³

I have been a client for many years and have the utmost respect and trust in Diane and feel confident and comfortable in my financial planning with her.It is a joy to work with Diane. She balances the need to save and invest with the need to enjoy and thrive. I am so grateful that she is managing my accounts. – Wendy S.¹

I have been with Diane since 2010 and have enjoyed every passing year with her. I always end up with a smile on my face after talking to her. – M.N.¹

I came to Diane in 1998 following a cognitive disability to help me manage a large portfolio. I have been quite pleased with her style of investing. She has been exemplary in meeting my clearly unique needs. – Scott C.¹

I have been a client for many years and have the utmost respect and trust in Diane and feel confident and comfortable in my financial planning with her. - Grace H.²

I have had the good fortune of working with Diane for over 20 years. When I am asked by my friends about the market and how I am doing my response is: “My girl is good and I have been with her forever”. Audrey K.⁴

1. This statement is a testimonial by a client of the financial professional as of 11/16/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

2. This statement is a testimonial by a client of the financial professional as of 11/15/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

3. This statement is a testimonial by a client of the financial professional as of 11/18/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

4. This statement is a testimonial by a client of the financial professional as of 02/7/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.