Diane M. Lane, CMFC®, Director of Client Services, with more than 20 years of experience in the financial and banking services industry helps keep us up to date on regulatory compliance. As a Chartered Mutual Fund Counselor™, she works under the direction of the advisor as they focus on fund analysis. She holds the Series 7 General Securities, Series 66 license, and life, health and variable annuity insurance licenses.
As a member of the Investment Management Committee, Diane's analytical support helps our team as the advisors provide clients with appropriate financial strategies. She is also responsible for establishing and monitoring all client accounts as well as providing clients assistance with their wealth management site.