Diana joined GamePlan in 2016 after spending five years in personal production, first as a licensed insurance producer and eventually as an Investment Adviser Representative working with different markets ranging from final expense to strategic financial planning. She excels at taking all the puzzle pieces that a client lays out before a producer – where they are, where they want to go, etc. – and then assembling the pieces in a way that will help set them up for success. She has a deep appreciation for the challenges that both clients and their financial professionals face, and that spurred her to take her field experience and bring it to GamePlan in her role as a sales coach, helping producers do what she used to do. Diana holds Series 7 and 66 securities registrations and is licensed in both life and health insurance as well as property and casualty insurance.
Diana is a graduate of the University of Delaware and a Moorestown, NJ native, who now splits time between our Mt. Laurel, NJ and Woodstock, GA offices. She is a proud sister of two brothers and aunt to her niece and nephew, and loves creating and painting biographical portraiture and illustrations. When not helping producers, she can often be found in a metal or wood shop, welding or carving away on different ideas and inventions! We may or may not have also heard some yodeling around the office.
800.886.4757 ext. 2156
300 ParkBrooke Place, Ste. 200
Woodstock, GA 30189
Individual producer results may vary. The experience of other financial professionals is no guarantee of future success.
Please note that GamePlan Financial Marketing, LLC, its affiliated companies, and their representatives do not give legal, tax, or Social Security advice. Producers and their clients are encouraged to consult a tax advisor, attorney, or the Social Security Administration via their local office or online at www.ssa.gov.