Diane began her career in 1995 with Albert Kandarian, Jr., CLU, ChFC and Centinel Financial Group, LLC. More than 26 years later, Diane brings dedication and commitment to her clients in her role as a Financial Advisor. Diane provides a service that is personal, caring, and directed at the individual needs of her clients.
She earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Southern New Hampshire University. She holds the Series 7, Series 65, and Series 66 securities registrations, and is Life and Health Insurance and Long-Term Care licensed. Diane became a CERTIFIED FINANCIAL PLANNER™ (CFP®) in 2002. She completed her Accredited Estate Planner® designation in 2011 and her Accredited Investment Fiduciary® designation in 2016.
Diane is active in the financial services industry. She is a member of the Massachusetts Chapter of the Financial Planning Association and is a board member and past president of the Bristol County Estate Planning Council. She maintains membership in the National Association of Estate Planning Councils. Diane speaks to various organizations on the topics of financial planning, long-term care, estate planning, and financial literacy.
Diane is equally involved in her local community. Her love of teaching and her belief that sound planning begins with financial literacy, she volunteered her time teaching financial education to high school students through Junior Achievement and actively teaches in The Second Half Adult Education program teaching Financial and Estate Planning.
Diane lives in Somerset, with her husband John, where they raised their two daughters, Alyssa, and Cassie. In their free time, they enjoy spending time with family and friends, reading, and exploring the culture and scenery of the U.S. National Parks.