Dianne’s unique combination of skills in asset management, financial planning, insurance, and tax preparation helps her clients to accumulate and manage wealth. She, unlike most financial industry professionals, offers an all-inclusive approach to financial management. Dianne’s expertise in tax preparation combined with financial planning and investment is an exclusive asset to her clients and provides them with a well-rounded financial package.
Dianne is an investment advisor with J.W. Cole Financial, LLC. She holds Series 7, 63 and 65 securities licenses. She has over 25 years of experience in the preparation of individual, small business, corporate, partnership and estate tax returns. Dianne served as Chief Financial Officer for a medical practice for three years. She is registered with the AICPA as a Personal Financial Specialist and served on a committee that helped to educate other CPAs on Elder Care issues. Dianne is also licensed in life, health, disability and long-term care insurance.
Dianne grew up in Irmo, SC. She earned a Bachelor of Science in Business Administration with an emphasis in Accounting from the University of South Carolina. Dianne serves on the board of several non-profit organizations. Through her charitable involvement, Dianne shares her clients’ passions and enables them to achieve financial and personal goals. Dianne loves the outdoors. Her favorite activities include camping, hiking, and kayaking, as well as traveling with family and friends.