Diane began her career in finance in New York where she quickly became one of the first female sales managers at the firm. Over the span of her career, she has led a successful financial planning practice and a broker/dealer insurance agency.
She left her office overlooking Times Square in 2000 to return to her home state of Michigan. After working as Director of Financial Planning for a large financial services firm, she started her own firm. The Athena Financial Group was established in 2004 and grew to become one of the largest female independently owned RIAs in the state. In 2021, she merged her firm with Arrowroot Family Office. A natural teacher, her passion for education is tireless.
Diane has taught Certified Financial Planning credentialing courses at New York University. She has given educational workshops for dozens of corporations and organizations. She even published a book, Owning Your Financial Success: A Savvy Women’s Guide to Financial Empowerment and writes a monthly column for Community Lifestyles.