Diane is responsible for the day to day functions of the office.
She has been working in the financial services field since 1998 and is Series 7 licensed.
Diane focuses on solving problems for clients and exceeding their expectations and prides herself on knowing our clients, both financially and personally. She takes a pro-active approach to client service; contacting every client every quarter to check in on their financial picture.
Diane lives in Norwich, CT with her husband, Tom, and their 3 children.