Diana is a Portfolio Manager with Private Wealth Reserve within FNBO Wealth, where she specializes in investment management for personal trusts, institutions, foundations, and endowments. She also leads the completion of investment management requests for proposals on behalf of the organization.

CREDENTIALS

With a career in wealth management spanning decades, Diana joined FNBO Wealth in 2005, bringing prior experience from Kirkpatrick Pettis Smith Polian, Inc., and Security Benefit. Her deep industry knowledge is complemented by an active commitment to professional development and community engagement.

Diana holds a Bachelor of Science degree with an Economics focus from the University of Nebraska at Omaha and an MBA from Wayne State College. She has also earned the CFA Institute Investment Foundations® certificate and is a member of both the CFA Institute and the CFA Society of Nebraska. Her professional affiliations have previously included the Association of Investment Management Sales Executives (AIMSE), the Women in Pensions Network (WiPN), and the Association of Proposal Management Professionals (APMP®) and its Greater Midwest Chapter.

Beyond her professional work, Diana has been a dedicated contributor to the Omaha community, previously serving on boards including Suburban Rotary and EndowNebraska, and is a proud graduate of the Omaha Chamber of Commerce Leadership Omaha program.

PASSIONS

Diana finds great fulfillment in watching investment relationships grow and evolve over time. Outside of work, she enjoys traveling, spending time with family, and exploring culture and history — with a particular appreciation for the Mid-Century Modern era.

Private Wealth Reserve Form CRS and Privacy Notice are available under the Resources tab.

“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services. 

Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through Private Wealth Reserve, a trade name used by First National Advisers, LLC (FNA), an SEC registered investment adviser and wholly-owned subsidiary of FNBO. 


INVESTMENT PRODUCTS ARE:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE


FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.

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