Operations Manager | Calabasas
With many years in the financial industry working with clients and supporting advisors, Diane takes pride in providing the operational backbone for GreenUp Wealth.
Before joining the team at GreenUp Wealth Management Diane spent 8 years working with GreenUp Chief Client Advocacy Officer, Aaron Kirsch, CFP®. Diane takes pride in the many years she has spent working with clients and assisting financial advisors in supportive roles in the financial services industry, working for mainly independent, family-oriented firms.
Diane was born and raised in Southern California. She lives in West Hills with her husband and 2 daughters. When she is not driving her teenagers all over the place for their volleyball and gymnastics tournaments she loves to “chill out” at the beach with her large extended family, golf or shoot pool with her husband and hunt for yarn for her next crochet project.
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