As the firm’s Office Coordinator, Diane brings nearly 20 years of industry experience to CLEAR WEALTH PARTNERS.
Diane prides herself on her commitment to provide a highly personalized, “red carpet” approach to the client service experience. Whether its initiating a transfer, helping a client access their account on-line or even offering her notary services, Diane enjoys any opportunity to go above and beyond, no matter how simple or complex a task might be. In addition to her client service duties, Diane is also responsible for managing many of the operational and compliance processes of the firm.
Diane is the proud mother of a highly active teenage son. Together, they enjoy geocaching, hiking, roller coasters, playing video games and spending time with their rescue pit bull, Snoopy. Diane is also a small business entrepreneur and has successfully operated her own primitive herbal craft business since 2005.
Diane grew up living in a log cabin in Clay Township and is now an active resident of the Downtown Lancaster Community. Diane is passionate about supporting environmental and equality issues, proudly referring to herself as a modern day “tree hugger.”