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(402) 328-8800  Toll Free: (800) 897-1588

Diane joined us in February 2001 after many years in the restaurant and retail industries. She is a graduate of Peru State College with a Bachelors Degree in Technology. She runs the business end of our company, speaks with Clients and keeps vendors happy. Diane has completed her CERTIFIED FINANCIAL PLANNER™ certification and is Series 65 registered. In addition to being responsible for all of our state and federal filings and registrations, she sits on our Investment Committee and is an important part of our portfolio management team.

Diane spends her free time cooking, reading, and going to movies with her husband, Kevin. The couple is raising a family and lives in Lincoln.

I’m here to answer any questions you might have about our products and services. Feel free to contact me using any of the following methods:

Phone: 402-328-8800

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