
Diana has over 20 years of financial industry experience that includes investment management, financial planning, advisory services, practice management, and compliance. These experiences combine to give Diana a well-rounded perspective.
Diana has been of service to clients at different stages in their lives to manage their investments in alignment with their financial priorities, unique scenarios, and values. She collaborates with attorneys and CPAs so there is a cohesive strategy in place.
Prior to joining the investment team at Glenview, Diana served as a Sr. Wealth Advisor at Dean Dorton Private Wealth, an affiliate of Dean Dorton, the largest accounting and advisory firm in Kentucky. She also served as the Director of Operations and led the compliance team. Before that, she served as a Financial Advisor at Morgan Stanley, then managed a financial planning department at an independent firm.
Diana was raised on a family farm that breeds and shows cattle. She continues to be part of the everyday operations and has been involved in related organizations. She brings the same passion, fortitude, and integrity built on the farm to her client relationships.
Diana graduated from Kansas State University with a Bachelor’s degree in Agricultural Economics, and a Master’s degree in Animal Science with emphasis in international trade.