Diane began her career at Montgomery Securities in 1992 after graduating from the University of California Santa Barbara and joined UBS in 2003. Since then, Diane has earned the firm’s prestigious Corporate Stock Benefit Consultant designation. Focusing on the short and long-term needs of her clients, Diane customizes their portfolios to help them achieve their goals. In addition to the array of products and services that UBS has to offer, Diane provides personalized attention, accessibility, and boutique-style service to her clients.

• Corporate Stock Benefit Consultant

• Bachelor of Arts, Economics; UC Santa Barbara 1992

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Life and Health Insurance Licensed (#0E75879) CA, AZ, OR, RI

• Board Chair, Blue Oak School
• Enjoy cycling and spending time with her two young children

AZ, CA, CO, FL, HI, ID, MA, ME, MI, MN, MO, MT, NC, NH, NV, NY, OH, OR, PA, TN, TX, VA, WA, WV