Diane joined Professional Planning Group in 2003. Dedicated and efficient, Diane helps us maintain the high level of customer service we provide to our clients. She provides courteous and prompt answers to our clients’ questions and plays an important role in preparing reports, processing documents, handling administrative duties and providing support services for our client-integrated programs and software.
Prior to joining Professional Planning Group, Diane served as Customer Service Manager at ListPerfect in Lincoln, RI and Director of Client & Production Services at WordCom in Ellington, CT. She is a Notary Public in the state of Rhode Island.
Diane lives in Westerly, RI with her husband, Marc. Together, they have four grown children, Jeremy, Jessica, Christine and Michael. In her free time, Diane enjoys biking, boating, swimming, gardening, hiking and skiing.