Diana joined KWB Wealth Managers Group in July of 2000 just after graduating from Yucaipa High School with honors. She was hired on as a file clerk. Diana then went on to graduate from California State University, San Bernardino with a degree in Business Administration with an emphasis in Management. After obtaining her degree, Diana made her way up the career ladder to become a licensed Wealth Manager, primary associate to Kerry, and a Certified Fund Specialist® (CFS).
Diana’s interest in becoming a Wealth Manager stemmed from the many years of providing customer service to our clients. She grew fond of the relationships she established with clients and became eager to take those relationships another step forward by helping clients pursue their financial goals. Diana’s goal is to continue to grow in her ever-expanding role at KWB by applying the knowledge she gains from Kerry and his other Wealth Managers in an ongoing effort to deepen the mutually rewarding financial relationships she develops with KWB clients.
Diana is a native of San Bernardino and the second of three children. Diana currently resides in Yucaipa with her husband. They are proud parents of their daughter, Bella, and son, Brandon. Diana also enjoys spending time with her family and friends and a variety of outdoor activities.