With nearly 25 years as a planner, Dianna is now a National Resource and Director of Planning for Lincoln Financial Network. Her expertise includes a broad knowledge of complex estate planning, business succession planning, and incredible proficiency in retirement planning concepts. She spends most of her time crafting creative design ideas that enhance clients’ overall financial well-being, the majority of which are owners of large, closely-held businesses. A repeating winner of D Magazine’s, “Best Financial Planners in Dallas” Award, Dianna has always invested her heart and soul into her client’s needs.*
Colleen and Dianna collaborate on many projects including the co-authorship of the financial planning chapter in “Guide for Women in Orthopedic Surgery”, published by the Ruth Jackson Orthopedic Society. Dianna also joins Colleen in serving on National LFA-Sagemark University Committees, and were both featured in “Women at the Top”. She strongly believes in the sharing of knowledge to enhance the overall service provided to clients as she is a frequent instructor of continuing education for advisors all across the country.
* Voting guidelines to compile D Magazine list of the top financial planners. Financial planner must be a CERTIFIED FINANCIAL PLANNER™ to vote and to receive votes.