Diane has been in the financial services industry since 2003. She is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.Diane serves in a leadership role and is responsible for team business management for the Biedrycki Sullivan Vaughan Group.She is also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building or managing her own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his or her strategies on a discretionary basis.In addition, Diane manages the team’s client relationships and wealth management casework. She joined the group after a distinguished career at her alma mater, Belmont Abbey College, where she held the positions of director of annual giving, executive director of development and planned giving, and vice president of institutional advancement, and was also named Belmont Abbey College Administrator of the Year in 2000. Diane’s extensive experience in philanthropy, assisting major donors in developing and implementing sophisticated charitable giving strategies, has added significant strengths to the team’s capabilities.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.