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Diane is a Financial Advisor with First Investments & Planning. Her focus is assisting clients with all aspects of their financial life.
Diane joined First Investments & Planning in 2015 and has over twenty-five years of experience in the financial services industry working in accounting, banking and investment advising. Diane holds her Series 7 & 66 securities registrations and is a Chartered Retirement Planning Counselor (CRPC®). She also holds Life and Health insurance licenses.
Diane has a passion for helping her clients achieve their personal goals. She enjoys helping them understand their best options so they can make the most informed decisions for their families. In her free time she enjoys spending time with her family, especially her grandchildren. She enjoys traveling and volunteers in the community when she can.
2623 13th St
Columbus, NE 68601
1500 Market Lane
Norfolk, NE 68701
397 4th Street
David City, NE 68632
I find it very rewarding to educate people about their finances so they are equipped to make the best financial decisions for their family.