With over six years of customer service experience, Diana excels in creating welcoming and engaging environments. As the Director of First Impressions, she leverages her expertise in sales and operation management to foster strong client relationships and ensure smooth daily operations.
Diana holds an Associate of Arts in Political Science from Chapman University. Outside of her professional life, she enjoys walking her European Doberman at the park, cooking with her boyfriend, and spending quality time with her family.
Her passion for community building and dedication to exceptional service make her a valuable asset to our team and a trusted point of contact for our clients.
LEARN MORE ABOUT US
Our team members have spent decades in the industry, providing financial guidance for clients like you.
Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.
With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.
LPL Financial was founded with a vision to help financial advisors establish successful businesses.
Request An Appointment
At Pence Wealth, we believe that good financial decisions don’t have to be confusing.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.
SUBSCRIBE TO OUR EVENT UPDATES
Our events create an opportunity for you to get to know us and our process. If you have some challenges, please join one of our events to get your questions answered. If you’re interested, please subscribe and we’ll keep you updated on our upcoming scheduled events.
