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Duties & Responsibilities at Teamwork: Initially approached by Doug to sell long-term care, Diana’s business with Teamwork Financial Group has evolved into a total planning practice. Diana is an Investment Advisor Representative.
Charities: Diana is a life-member of the San Antonio Stock Show and Rodeo, San Antonio Conservation Society as a NIOSA booth chairman, a board member of the San Antonio Clubhouse, and a member of Blessed Sacrament Catholic Church.
Background: Diana’s career in sales began at Montgomery Ward. Realizing her opportunities were limited in the retail sector, Diana transitioned to the financial sector side of sales. From there, Diana began her career with Prudential Life Insurance Company of America as a financial services agent. As a broker with over 23 years in the insurance industry, Diana joined the Teamwork family in 2009 adding the legal and tax planning as part of her overall goal of estate and financial planning for her clients.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@teamworkfinancial.com or call us at (210) 687-1333 today!
By contacting us, you may be offered information regarding the purchase of investment and insurance products.