Diane joined Brumbaugh Wealth as an Administrative Assistant in January 2022 and quickly increased her responsibilities and support of our team and clients. She now “wears two hats”--Executive Assistant and Client Services Specialist. As Executive Assistant, Diane manages Kim’s calendar. As Client Services Specialist, she addresses client service requests and manages business processing.
Diane brings with her a wealth of experience in team management and client service. Her skills were honed as a manager of a twenty-one member team, combined with eight years as a client service specialist. Traits that describe Diane include goal- and detail- oriented, creative, and outgoing. Additionally, her pleasant disposition will be evident when greeting you at the office and answering your calls.
Diane and her four daughters live in Honey Brook. For relaxation, Diane enjoys spending time outdoors--kayaking on the lake and walking. She also loves to cook and entertain friends at her home.