Diana joined True North in 2025 as a Client Operations Analyst. She supports Wealth Managers by managing critical operational tasks, including account setup, maintenance, and fund transfers.

Prior to True North, Diana worked as a Client Relationship Manager at Alliance Benefit Group, where she provided clients with 401(k) plan administration. In this role she provided financial planning, reporting and operational support.

Diana is currently pursuing her MBA at Southern Methodist University, focusing on finance. Her dedication to furthering her education underscores her commitment to professional growth and excellence.

The firm’s mission is Fulfilling Lives™, and Diana embodies this by delivering outstanding support and service, consistently working to gain the confidence and trust of our clients.

In her free time, Diana enjoys hosting friends, traveling to see her family, and volunteering at her church.