Ultimate peace-of-mind. Intimate Strategy.
Rooted in an intimate understanding of your financial objectives, our strategic process offers an organized, cost-effective, clearly-prioritized protection plan so you can achieve ultimate peace of mind and financial clarity surrounding your company’s most pivotal objectives.
We guide you.
We guide you through a strategic process that brings clarity and prioritization to the financial decisions made around your company, benefits offerings, key employees, and overall business plan.
We help you.
We help you reap the personal and financial benefits of your business through a process that aligns with your goals, maximizes the value of your business, protects your bottom line, and rewards employees who are vital to the success of your company.
We believe in providing value from the very first interaction.
We believe in fully understanding your unique goals; we never make assumptions about what is important to you.
We believe in protecting your company through a process that is clear, cost-effective, and stress-free.
We believe in aligning your personal, professional, and business goals in order to bring meaning and relevance to the conversation.
We believe that life is unpredictable: the coverage, advice, and flexible solutions we recommend help you attain financial peace-of-mind.
We believe that building meaningful relationships is the key to we helping you make the best financial decisions.
Born in San Francisco and raised in Sacramento, I am a Northern California native who enjoys traveling between the two places I love most (Bay Area and Greater Sacramento) to visit clients and family.
I love taking the time to educate each client in order to provide them with the knowledge and confidence of knowing they are making the best possible decisions for themselves, their companies, and their loved ones. Integrity, follow-up, and quality-of-service are at the core of my values and work ethic. Nothing makes me feel more rewarded than knowing that my clients are well-taken care of and in a better position as a result of having worked with me.
Seventeen years of experience in the insurance and financial services industry provides me with the confidence and expertise to understand the best solutions and communicate them effectively. My commitment to keeping pace with the most up-to-date technology is an integral part of making processes easy and efficient for clients.
I am a proud alumnus of Sacramento State University. In my free time, I enjoy singing, playing various instruments, and listening to live music - especially jazz. I also took up ballet, jazz dance, tap dance, and hip hop as an adult and now consider dancing one of the best forms of exercise!
Want to know more? I’d love to connect on social! And if we meet up for coffee or you see me out in Northern California, don’t be afraid to say, “Hi, Dianna!” (pronounced, “DeeAnna” since an “i” in Spanish sounds like an “e”).