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OUR TEAM | Diane VanWeelden

As Managing Partner, I oversee the intricate details that keep our firm running smoothly as well as create strategic plans that keep us headed in the right direction.  As a small business, we all wear many hats.  You will see that in my case, I handle everyday tasks like appointment setting and office management, as well as executive planning and business development pertaining to our growth as a holistic financial firm.

Professional Background​.
Diane earned a Bachelor’s degree in Strategic Communications from Miami University, Oxford. She worked for many years in both the for-profit and not-for-profit arenas in Public Relations, Marketing Communications, and Organizational Management. Diane actively serves as a lay minister, community organizer and small group facilitator.

“We make a living by what we get, but we make a life by what we give.” — Winston Churchill

Tax and Wealth Advisors  |  Comprehensive Retirement Planning  |  Conservative Investment Strategies