Office Manager & Client Service Representative

Diana is FAI's Office Manager. Her responsibilities encompass many aspects of our business, including AP/AR, billing, client service, and the daily operations of the office. Her incredible organization skills keep the team running smoothly.

As the Client Service Representative, Diana handles the opening of new accounts, processing account transfers, deposits, withdrawals, and journal entries. She takes pride in her attention to detail and making sure that our clients are well taken care of.

Diana edits material for FAI's website, brochures, and other company collateral.

Education

  • Bachelor of Science Degree in Journalism and a Minor in Business, University of Maryland, College Park

Personal Interests

Diana enjoys cooking, attending concerts, and making pottery in her spare time.

Recent News

Recent News

How Volatility Takes Away Your Financial Freedom

How Volatility Takes Away Your Financial Freedom

1/14/2019 12:00:00 AM EST
3 days ago

This is not an article about risk tolerance, or how comfortable you are with market volatility. 

That concept is very important, because many financial decisions ...

FAI's 4th Quarter Investment Review

FAI's 4th Quarter Investment Review

1/14/2019 12:00:00 AM EST
3 days ago

Beginning in 2019, Curt Gross, Chief of Investments, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary ...

Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

1/31/2019 11:00:00 AM EST
Curt Gross, FAI's Chief Investment Officer, will be going ...

President's Day: Office Closed

President's Day: Office Closed

2/18/2019 12:00:00 AM EST
FAI's Office is closed due to President's Day.