With nearly 20 years as a financial planner in private practice, Dianna’s expertise includes a broad knowledge of complex estate planning, business succession planning and retirement planning concepts. She spends most of her time developing and helping implement creative design ideas that enhance the financial well-being of her clients. Her private practice is chiefly focused on the intricate needs of owners of large, closely-held businesses.
In her role as a National Resource, Dianna provides technical support to advisors throughout the country. She also frequently hosts a variety of nationally disseminated educational sessions focused on tax reduction and financial planning strategies.
Dianna and the Financial Advisory Team maintain the highest “serve-first” philosophy as it relates to all Lincoln Financial Advisors clients. She is a summa cum laude, Master’s degree graduate from Southern Methodist University. She recently co-authored the financial planning chapter for a book published by the Orthopedic Society, Guide for Women in Orthopedic Surgery.
Dianna’s affiliations and accomplishments include:
- Listed as one of Dallas’ Top Financial Planners by D Magazine multiple times; listed in the Princeton Premier Business Leaders and Professionals; listed as a Five Star Wealth Advisor by Texas Monthly Magazine.
- A board member of the Resource Group and Chairman of the Estate and Business Planning Committee of Lincoln Financial Advisors. The Resource Group is the elite group representing the top 10% of financial planners within Lincoln Financial Advisors.
- A Prestige Member and Advisory Specialist for Sagemark Consulting Private Wealth Services, focusing on planning solutions for the ultra-affluent marketplace.
- Serves on the Lincoln-Sagemark University Committee, Private Wealth Services Education Committee; and serves as a Master CE instructor throughout the country for Lincoln Financial Advisors related education.