Diane is a Director, Private Wealth Client Services at Cresset. Since entering financial services in 1999, her experience has ranged from boutique financial planning firms to a Big Four firm’s private wealth management/investment advisory practice.
She graduated with honors from St. Catherine University with a double major in business management and marketing. Diane enjoys building relationships and bringing a bit of creativity to the world of financial services.
Diane lives in Mound, Minnesota, with her husband and their son. When the weather is cooperating, you can usually find them boating and wake surfing on Lake Minnetonka. Diane’s other activities include family walks with their two mini dachshunds, LuLu and Hercules, entertaining, reading and traveling. Diane volunteers to help build community and engagement among moms within the Lake Minnetonka area through a neighborhood group organization.