Diana Marlow

Diana has been working in financial services for more than 27 years. She began as a receptionist and customer service representative and in 2004, she started working exclusively for Jim. Diana focuses on customer service as well as investment & insurance processing, providing our clients with an effortless financial planning experience.

Diana enjoys travelling, reading, walking, her iPad, dining with friends and Friday afternoon lunch dates. She is mother to two wonderful sons, a daughter-in-law who she thinks of as her own, five grandsons, one beautiful granddaughter, and two adorable great-granddaughters.