As Client Service Director and Certified Financial Planner, Diana wears many hats at Pinnacle Advisor Group. Her daily interactions with clients include transitioning new individuals to the firm as well as assisting the financial advisors in the implementation of retirement plans and strategies. She also oversees client service processes and our compliance functions.
A Lehigh Valley native, Diana received her Associates in Business Administration from Northampton Community College before transferring to Lehigh University to complete a Bachelor’s of Science in Business and Economics. During her junior year at LU, Diana was hired as an intern to support a team at Smith Barney. There, she was exposed to retirement planning, investments, and the impact of a good financial advisor. In 2006, Tom invited Diana to join him at Pinnacle Advisor Group, and she happily accepted the opportunity to help him build a meaningful business.
Diana’s life outside of the office is just as busy as it is at work. Much of her free time is spent with her husband of over 10 years, Trevor, and their handsome dog, Jameson. Each weekend is filled with family events, theater productions, and Trevor’s hurling competitions. Her personal hobbies include ballet, ballroom dancing, yoga, and exercising at the gym. She is also active in the Lehigh University Home Club (previously President), Allentown Hibernians, Arts Quest, The Ballet Guild of the Lehigh Valley, and Young Professionals of the Pennsylvania Ballet Company.
Diana’s parents met when her father was stationed in Spain with the United States Air Force but moved stateside early in their marriage. Diana is bilingual. The exposure she had to other languages and cultures while growing up fuels her passion for international travel.