Diana is a seasoned financial services professional who has been an MDRT level advisor, the top long term care specialist for a major carrier, a coach and trainer for advisors and served as an advanced estate planning specialist dealing with affluent clients at major dealers.
She is recognized for bringing a positive and engaging personality combined with the ability to deliver work effectively in challenging and pressurized environments. She has demonstrated a passionate commitment to developing businesses and teams to meet the changing needs of the field.
CLU, RHU, CEA, FIC, EPC