Prior to joining Alpha in 2016, Dianna earned dual degrees at Western Carolina University in Business Administration in Accounting and Finance with a certificate in Financial Planning. Over the past few years at Alpha, Dianna has expanded her responsibilities and in the process she discovered a passion for operations and back office administration. Dianna draws upon her thirst for knowledge and strong drive for efficiency to craft a cohesive working environment that enhances Alpha’s ability to provide a more efficient and effective client service model. As part of her role, she manages daily reconciliations including clients’ held away account aggregation which allows the team to optimize various tax planning opportunities within clients’ employer sponsored plans.
Outside of work, Dianna is an avid book collector and she thoroughly enjoys being involved with her church The Gathering which focuses not only on studying but also serving the community by building strong relationships and volunteering. Dianna also shares a love of travel and is looking forward to exploring more of the world with her husband and family.
Top 10 Best Financial Advisors in Charlotte & Asheville, NC 2019 ranking: https://www.advisoryhq.com/articles/top-financial-advisors-in-charlotte-north-carolina/