Diana not only manages the day-to-day operations of the office, but she is also Kevin’s wife and a partner at McCarthy Financial Group. Diana manages client access to the firm’s wealth management website, as well as assisting them with any questions or concerns that may arise along the way. She also coordinates all Learning Center Events from educational forums to social activities.
Although Diana was an integral member of the McCarthy Financial Group from the time of its inception in 1995, she worked from home for the first 5 years while raising their two wonderful children, Christopher and Casey. As a proud mother, Diana spends most of her free time cheering on their son as he dances his way through musicals in Europe, and supporting their daughter as she excels through high school.
In today’s society, so much has been lost in the way companies treat their clients and each other. We believe you will see a noticeable difference in the way we do business and in the way we treat you, our client