Diana has extensive administrative experience related to handling client accounts, qualified plans and qualified plan participants. Her background in operations includes her role as Vice President at a national trust company. She has known and helped some of our clients for decades. Her duties at Turning Point include helping to process new investments; track account changes and transfers; provide status updates; and interact with the broker dealer and various investment companies on an administrative level.
After graduating from college, she started as a full time employee in the financial services industry and has worked alongside Tom and Kathy for most of her entire career. If you’re a Turning Point client you’ve likely interacted with Diana on some level. Diana is married with two young adult sons who are both married, and one grandson and one on the way!