Diana Pattisall, FPQP®

Likely the first voice you hear when calling into the office, Diana ensures the smooth operation of daily office needs while efficiently and professionally assisting with client requests. She provides administrative and client service support, helping maintain organization and responsiveness within the team. With a commitment to excellence, Diana streamlines processes and enhances client interactions, ensuring a seamless experience for both colleagues and clients. As a certified financial paraplanner (FPQP), she also assists in building financial plans for clients and prospects.

Diana had the privilege to teach her two children, Rachel and Jordan, at home for several years. A native of North Carolina, Diana resides in Winston-Salem with her husband, Jeremy. When not spending time with her family she enjoys traveling and remodeling.