Broker Check

Our Story 

Diane Bark has been a financial advisor since 1990. She started in this business after many years of working in financial advertising. Her mission is to teach others about what she has learned regarding investing in a language that everyone can understand. Most of her clients have been with her for many years, and she now enjoys working with the next generation

In her spare time, she is addicted to knitting, loves her cats, enjoys traveling, adores her son, and believes chocolate should be its own food group.


Q&A With Diane Bark

We asked Diane a few question so you can get to know her. 

Favorite TV show or movie: “My Brilliant Career” – it really spoke to me as a young woman

Favorite music artist:  Too many – I love all kinds of music except opera

Favorite ice cream flavor: chocolate and salted caramel

Top 3 items on your bucket list: To knit all the wool I’ve bought before I die, to go to Vienna to see all the Gustav Klimt paintings, to make sure my son has an appropriate place to live.

Favorite place you’ve traveled to:

  • Paris - it’s all about the art and pastries
  • Russia – it’s all about the culture
  • Romania – the most beautiful country no one visits

Describe your perfect morning: sitting on the couch with my cat(s) and reading the news

Favorite part about helping people with their finances: watching people grow financially.  It’s very rewarding

Best advice you’ve ever received:  When I was pregnant, a client told me to “pick your battles”.  That is so true!!

Our Team