Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Christian Financial Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Investment Management
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Investments
  • Saving for Education
  • Intergenerational Planning
  • Charitable Giving
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Family Finances
  • Estate Planning Strategies

Awards & recognition

  • Denison Financial Advisory Group, Ameriprise Client Experience Award, 2022

Community participation

Denison Financial Advisory Group - Community participation photo

Serving others and giving back to the community are core values of our team. As business owners, mothers, family-members and friends we strive to share of our time, knowledge perspectives and assistance to others. Dianne has served on boards such as the Women's Business Economic Council - South (WBENC) and Junior Achievement; sponsored events with the National Association of Manufacturers (NAM), supported local chapters of the International Society of Automation (ISA), has been the keynote speaker at International Women's Day and WBENC innovation events, and gives of her time locallly working with the Bethlehem Morning Star Rotary.

  • Contributing to Global, National and Community Causes

Service and Financial Stewardship

We believe our mission is to give to others - by sharing of our unique talents and perspectives to assist our clients everyday. Our goal is to consistently deliver advice and perspectives in keeping with our clients goals and values, while striving to deliver a uniquely different concierge experience for our clients.

Our photos

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