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Diane is an Advisor with First Investments & Planning. Her focus is assisting clients with all aspects of their financial life.
Diane joined First Investments & Planning in 2015 and has over twenty years of experience in the financial services industry working in accounting, banking and investment advising.
Diane holds her Series 7 & 66 securities registrations and is a Chartered Retirement Planning Counselor (CRPC®).
Diane has a passion for helping people whether it’s assisting her clients achieve their personal goals while helping them understand their best options or teaching and reading to children.
She volunteers in the community when she can and recently participated in the Bank’s Habitat for Humanity build project.
152 E 6th St
Fremont, NE 68025
I find it very rewarding to educate people about their finances so they are equipped to make the best financial decisions for their family.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE