Client Success Manager
Dianna is a Senior Client Success Manager for Facet Wealth. She has over 25 years experience working for several large investment firms, including 11 years as a Financial Consultant for a mutual fund company. Dianna is a Chartered Retirement Planning Counselor (CRPC®) and she holds a life and annuities license in the state of Florida. Dianna’s primary role is to seamlessly onboard new clients to the Facet Family.
"It always seems impossible until it's done" - Nelson Mandela
Get to know Dianna
Me with my youngest daughter
Proud mom moment, my daughter and her husband
Sunset on the Gulf of Mexico and I get to call this place home
Three generations, The one with the sass is my mom
Where's your favorite place in the world
Catalina Island – it’s so diverse and so beautiful
Who inspires you?
Rosa Parks because someone had to take a stand
What's the craziest thing you've ever done?
I did a high ropes course. I am terrified of heights. But that day I was compelled to face my fears and do it anyway. Every step was anxiety producing, but I did it. One obstacle after another. Fear shouldn’t keep you from moving forward. Ever
What's the best meal you ever had?
My daughters and I were on vacation when they were young. We ordered a seafood boil meal for the three of us. We were adventurous, trying everything. It was messy, it was fun and oh so good!