Series 7, 24, 63
Paul is detail oriented and works extremely hard to ensure clients have effective financial plans in place to help them reach their goals. His dedication to the planning process provides a substantial impact on clients and our team. Paul has a love for creating music using new technology and enjoys vintage video games. On weekends he is often found with family and friends at concerts or outdoor festivals.
Diane brings over 20 years of experience in Project Management. She is our main contact for the office, does a lot of our scheduling, and handles many of our projects. When she is not providing an ideal experience for our clients, you will find her playing with her two adorable cats, spending time with her two sons and friends, or doing various projects around the house.
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