Executive Assistant & Client Services Specialist
Diane is the newest member of the Brumbaugh Wealth Management team. She wears two hats--Executive Assistant and Client Services Specialist. Diane responsibilities include assisting with client service requests and business processing, as well as managing Kim's calendar.
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.