Series 66 license*
Diane began working at HB Retirement in 2021. She joined the company with 30 years of retirement plan administration and relationship management at a large financial organization. Her areas of experience include plan administration and compliance support, plan design, financial wellness strategies, retirement vendor and fee benchmarking, and investment and fiduciary support. She studied economics at Allegheny College. Diane enjoys spending time with her family, traveling, music, photography and attending sporting events.
*Diane holds the Series 66 registration with LPL Financial and HB Retirement.