Advisor Profile

Diane is an Associate of Wealth Management at Choreo’s Petaluma office, where she plays a hands-on role in supporting both advisors and their clients. With a strong focus on operational efficiency and client service, Diane helps keep the office running smoothly. She ensures client contact information is accurate and up-to-date, promptly follows-up on client inquiries, and works closely with the advisory team to address ongoing needs.

Diane is known for her reliability, professionalism, and commitment to providing outstanding client experience. Whether she’s managing account updates, tracking service requests, or coordinating advisor communications, she brings a thoughtful and detail-oriented approach to everything she does. Her work allows advisors to focus on delivering strategic guidance – confident that their clients are in excellent hands.

Diane is a United States Air Force veteran who served in the 463rd Avionics Maintenance Squadron, based out of Dyess Air Force Base in Abilene, Texas, where the team maintained seven radio systems on the  C-130 aircraft. She flew numerous missions out of RAF Mildenhall in England and Hellenikon Air Base in Athens, Greece. Diane says it was an honor to serve, but her greatest honor in life is being a proud grandma to Skyler, Noah and Marcy.