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.

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

Education

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

Recent News

Recent News

FAI Earns Three 2018 Five Star Wealth Manager Awards

FAI Earns Three 2018 Five Star Wealth Manager Awards

2/16/2018 12:00:00 AM EST
a week ago

Columbia, Maryland – February 16, 2018 – FAI Wealth Management, a leading fee-only wealth management firm in the Baltimore-Washington region, announced that Five Star Professional has recognized ...

Seven Secrets to Easing Your Parents' Transition to Assisted Living

Seven Secrets to Easing Your Parents' Transition to Assisted Living

2/16/2018 12:00:00 AM EST
a week ago

Change is often difficult for people of all ages.  So it’s not surprising that seniors who are moving from their home into an assisted ...

Upcoming Events

Upcoming Events

Good Friday: Office Closed

Good Friday: Office Closed

3/30/2018 12:00:00 AM EDT
The FAI Office will be closed in observance for Good ...

The Color of the Year

The Color of the Year

4/12/2018 8:00:00 AM EDT
April Force Pardoe Interiors presents The Colors of the Year ...