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

The SECURE Act --Tips to Help You Decipher the Fine Print

The SECURE Act --Tips to Help You Decipher the Fine Print

1/18/2020 12:00:00 AM EST
6 days ago

On December 20, 2019, the President signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law.  The passage has ...

Q4 2019 Investment Commentary Webinar

Q4 2019 Investment Commentary Webinar

1/11/2020 12:00:00 AM EST
a week ago

January 30, 2020 | 11am

Presidential Elections – Fear Is Significantly More Than Market Impact 

Curt Gross, Chief Investment Officer, will be hosting a webinar at the ...

Upcoming Events

Upcoming Events

Q4 2019 - Quarterly Commentary & Webinar

Q4 2019 - Quarterly Commentary & Webinar

1/30/2020 11:00:00 AM EST

Memorial Day: Office Closed

Memorial Day: Office Closed

5/25/2020 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.