Diana started her career in the financial services industry in 1993 and leads the team’s operations. Her licenses include Series 6, 63, 65, 7, and California Insurance. Diana has worked alongside Matt Schmitt since 1997 servicing valued clients with utmost level of professionalism. She manages a range of client relationship services, from responding to simple account queries to processing trades and handling complex transactions. Diana’s attention to detail and commitment to excellence has carried over as a Blackbelt Taekwondo where she trained alongside her two sons Sean and Spencer. In her free time today, she enjoys camping, hiking and trail running from marathons, 50k’s to 50-mile distances. When not training, she is volunteering and giving back to the running community.
CA Insurance 0E47060