Diane joined Clifford Swan in 2023 as the firm’s Receptionist and was promoted to Operations Specialist in 2024. Recognizing her exceptional attention to detail and natural talent for building meaningful relationships, she transitioned to the client service team in 2025. Working alongside the firm’s investment counselors, Diane provides personalized, attentive service to our clients to help them achieve their goals.

Prior to joining Clifford Swan, Diane gained valuable administrative and financial experience through various roles, including as a bookkeeper and in positions at KKAJ Certified Public Accountants and Transamerica Financial Advisors. Outside of her professional responsibilities, Diane enjoys actively volunteering in the community, including at her children’s school and with her church.