Mike may be a numbers guy stemming from his days as a Math-lete in high school, but he doesn’t take himself too seriously. In fact, it’s not uncommon for clients to walk into a financial review and leave laughing.
He’s been known to joke that when asked, “What’s the quickest way to double your money?” his answer is, “Fold it and put it back in your pocket.”
That warm sense of humor, paired with his genuine care for others, is what turns financial meetings into meaningful conversations.
Outside of work, Diana enjoys staying active and making the most of time outdoors. You can often find her hiking, paddleboarding, golfing, or playing pickleball. She also loves country dancing and spending time with her two grown children whenever she can.
Her commitment to health, balance, and faith carries through into everything she does, and she is grateful to be part of a Christian-based firm that shares her heart for serving others.