My name is Diane and I joined Waddell & Reed in 2003, after having lived and worked overseas for many years. I always say my money management career began when I was five years old, after my dad taught me the principle of compound interest and opened my first savings account.
As a professional financial advisor, I have helped many people develop a financial plan to move toward and through retirement, as well as pursue other important financial goals. I enjoy working one-on-one with clients in long-term relationships, helping them navigate all the twists and turns of their financial lives.
I work and live in beautiful Los Alamos, New Mexico. In my spare time I enjoy travel, ballroom dancing, and singing with several community choirs.
Fun Fact: Diane once sang the Verdi Requiem at Carnegie Hall.