Diane works closely with our Wealth Advisors, current clients and all new clients to make sure they have proper insurance solutions. Diane will review existing insurance plans and identify opportunities where insurance products can provide solutions to financial planning needs. She will also review beneficiaries and facilitate the application and underwriting processes. Diane has a passion for helping people understand the intricacies of their insurance needs and policies and matching the right product to the right need. She has even been heard to say that insurance planning is fun!
Diane lives in Waukesha with her husband, Michael. She has two adult daughters who also live in Southeastern Wisconsin. Diane enjoys spending time with her family and friends, as well as reading, going to movies and sporting events, cooking, traveling and trying local restaurants and wineries.