Client Service Associate
Diane joined Freedom Trail Financial in 2021 and she provides client service, account opening and maintenance, file organization and documentation and other central problem-solving administrative tasks..
Diane started to work as a bank teller at 19 years old and eventually became a Branch Manager. After spending over ten years in her banking career, she switched gears and became a Client Relations Specialist for a financial advisory firm.
When she’s not doing all she can to help Freedom Trail Financial clients, Diane enjoys spending time with her husband of over 20 years, her three children, and her sweet long-haired chihuahua. Diane and her husband spend a lot of time watching their twins play various sports. As a family they enjoy hiking, bowling, and traveling to Wales and Germany to visit family and friends. Her passion has always been learning about forensic science; she enjoys reading suspense and true crime books. Diane and her family foster animals whenever they can.