Current Role and Professional Background:
As Senior Financial Advisor, Diana’s responsibilities include working with clients directly, addressing their financial planning needs. She also oversees client relationships and assists other team members with the more complex financial advisory issues. Prior to joining Goodman Financial in 2019, Diana worked as a Para Planner at a Houston-based RIA firm. In addition, she has approximately 15 years of experience working in corporate tax.
Education:
Master in Professional Accounting, University of Texas at Austin
Bachelor of Business Administration with Honors, University of Texas at Austin
Certified Public Accountant
CERTIFIED FINANCIAL PLANNERTM Professional
Affiliations, Current and Past:
Member, Financial Planning Association of Houston (2018 – present)
Member, Texas Society of CPAs – Houston Chapter
• Board of Directors (2010-2012)
• Young CPA of the Year (2006)
