Team
Diane Hall is an independent financial advisor who works with clients in the higher education market. Since 1994, she has advised in excess of 500 individuals regarding planning and investing. She specializes in investment management...
René A. Ruiz is an associate representative working with Diane. He began his financial services career with Mass Mutual Financial Group in 1987. He later joined the Investment Management Company subsidiary of United Services...
Victoria Panzer, Administrative and Marketing Assistant, began working with Diane in 2012. Victoria brings 24 years of experience in all things administrative, organizational, and operational through her career as a senior operations...