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Diane is a Director in Private Client Services at First National Bank Wealth Management. Her focus is assisting clients with all aspects of their financial life.
Diane joined First National Bank in 2015 and has over twenty years of experience in the financial services industry working in accounting, banking and investment advising.
Diane holds her Series 7 & 66 securities licenses and is a Chartered Retirement Planning Counselor (CRPC®). She also holds Life and Health insurance licenses.
Diane has a passion for helping people whether it’s assisting her clients achieve their personal goals while helping them understand their best options or teaching and reading to children.
She enjoys spending time with her family and volunteers in the community when she can. She recently participated in the Bank’s Habitat for Humanity build project.
I find it very rewarding to educate people about their finances so they are equipped to make the best financial decisions for their family.
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value
Banking products and services provided through First National Bank of Omaha