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 specializes in fund analysis. She holds the Series 7 General Securities, life, health and variable annuity insurance licenses.
As a member of the Investment Management Committee, Diane's analytical support helps our team 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.