Client Services Director
Diana Wise, the executive assistant and client services specialist at Wise Wealth, has worked in a variety of client service roles in her 14+-year career, and, as a result, is very experienced in building and maintaining relationships with clients.
An incredibly resourceful assistant, Diana understands the ins and outs of Wise Wealth’s operations and knows how to manage the front and back offices efficiently. She genuinely cares about each client she interacts with at Wise Wealth and is dedicated to doing whatever it takes to help them.
Diana works hard every day so she can set a good example for her children and truly enjoys utilizing her past experiences and knowledge to build rapport and guide current and prospective clients through the Wise Wealth process. She has worked in sales, human resources and marketing, and loves being able to apply herself in a way that benefits Wise Wealth’s clients.
Outside of work, Diana enjoys spending time with her husband Brian, daughter, Danica, and son, Garrett. Her kids are incredibly busy, but when she can find the time, she also enjoys reading, painting and volunteering at her children’s school activities, as well as relaxing by the fire pit or on the couch with a good movie.