Diane joined Ellenbecker Investment Group in 2004 following a brief retirement from the financial services industry. After many years of planning, Diane and her husband, Dave, took a year off to “live their dream.” They set out with their 17-year-old cat to see the country and visit family and friends. More than 27,000 miles later they returned home for good. Diane’s experience gives her a unique perspective when working with clients. She personally has dealt with a variety of the life-planning issues clients may face, including living on retirement income, spending extensive time with a spouse in a motor home, health-insurance options and managing financial affairs while on the road. Diane’s goal is to help clients, so they, too, can live their dreams, whatever they may be.
Diane has successfully passed the FINRA Series 7 General Securities Representative exam, Series 24 General Securities Principal exam and the Series 63 Uniform Securities Agent State Law exam, as well as obtaining Health and Life Insurance licenses. Diane has been a CERTIFIED FINANCIAL PLANNER™ professional since 1991 after completing educational course requirements in Financial Planning, Retirement Planning, Tax Planning, Estate Planning, and Insurance Planning. She obtained the Accredited Investment Fiduciary (AIF®) designation in 2013.
She is a graduate of University of Wisconsin – LaCrosse and is a member of the Financial Planning Association of Southern Wisconsin, where she has served on the Board of Directors as Treasurer and head of the Career Development Committee. She has served on the Board of Directors for the Waukesha County Museum and was on the City of Brookfield Economic Development Committee. She is a member of Waukesha County Estate Planning Council and Tempo Waukesha, formerly serving on their board.
Diane and her husband have lived in their Brookfield “starter home” for more than 35 years! In addition to traveling, she enjoys golfing with LPGA Amateur Golf Association, reading, flea markets, gardening and their two cats, Jake and Elwood. Diane’s dad was a Dixieland jazz clarinetist and would be pleased to know she has reconnected with music by learning to play the ukulele. She belongs to the Ukuladies, a group of Milwaukee-area women who play for fun and performance.