Diana’s enthusiasm for meeting new people extends daily to meeting clients to help them through new events and life transitions focused on their long term investments and well being. She was registered as an investment advisor with the SEC in 2015. Over ten years in the financial arena, beginning as a banking financial analyst to the past five years at Corda have solidified the diversity of her professional experience. Diana earned her MBA at Thunderbird and BA from Texas Tech and holds the series 65 license. The adventure of living on three continents continues to fuel the cultural curiosity of this native Texan. She is a reader, enjoys being outdoors participating in art and travel adventures and exploring Houston.