YOUR MONEY IS PERSONAL. TOGETHER WE IDENTIFY THE BIG PICTURE BY MAKING SENSE OF YOUR FINANCIAL WORLD. THAT MEANS MAKING VISIONS REALITIES, FEELING SECURE WHEN THE MARKETS SHAKE, TAKING CARE OF THOSE YOU LOVE, ALL WHILE ENJOYING THE PROCESS.
about us
Diana DeFrate
A former financial executive in media, Diana is a Certified Financial Planner certificant (CFP®), Chartered Life Underwriter (CLU®), CPA, and the second in a family legacy of wealth managers and financial planners. An avid wine enthusiast, Diana is a WSET Advanced Certificate holder, director and co-founder of the Geshtin wine club. More information on Diana's investment professional background may be found on FINRA's BrokerCheck site by clicking here.
Katriina Paavola
A Certified Financial Planner certificant (CFP®), MBA, and former media professional, Katriina is a strategic director and financial consultant with specialties in retirement planning and investment management. A native of Finland, Katriina studied international business in London before coming to the U.S. as an executive strategic planner. More information on Katriina's investment professional background may be found on FINRA's BrokerCheck site by clicking here.
