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

Clandestine Cache

Clandestine Cache

9/18/2018 12:00:00 AM EDT
17 hours ago

At times I’ve wondered where the line should be between openness with my spouse about my finances versus providing only what’s necessary to ...

Webinar: Are Your Aging Parents Aging You?

Webinar: Are Your Aging Parents Aging You?

9/6/2018 12:00:00 AM EDT
a week ago

Join our panel of professionals for an interactive discussion pertaining to caring for aging parents including:
• Financial guardianship
• Estate planning
• Proactive support

Webinar participants will ...

Upcoming Events

Upcoming Events

Webinar: Are Your Aging Parents Aging You?

Webinar: Are Your Aging Parents Aging You?

10/4/2018 11:00:00 AM EDT
Webinar: Join our panel of professionals for an interactive discussion ...

FAI's Open House

FAI's Open House

10/10/2018 4:00:00 PM EDT
Join us at FAI for our Open House this fall ...