Dianne has a dual role in our firm which serves a singular purpose: to protect our clients’ best interests. In her position as Director of Client Advisory services, she works closely with clients to understand their financial situations, goals, and priorities; then collaborates with the planning team to ensure our services offered are tailored specifically to each client’s unique objectives. Dianne also oversees compliance, making sure that the firm’s policies, operations, and client interactions adhere to the highest ethical and regulatory standards. In this role, she develops, implements, and monitors compliance programs for the practice, ensuring the firm aligns with all best-practices and legal requirements.