Diane Reynolds

Client Service Specialist

Diane Reynolds joined the firm as Client Services Specialist (and 'old friend') in May, 2010.  Many of our existing clients will remember Diane from Professional Planning Associates where she worked from 1998-2003.  Diane received her basic business education training in high school, created a solid foundation by working in various secretarial positions in higher education for 14 years and then entered the private sector working in the corporate support arena for over 25 years.  She is well versed in the Financial Services industry and has the attention to detail necessary to provide exemplary client service.  We have long known Diane's professionalism and dedication to our clients and are excited to have her with us.  In July, 2018 Diane retired to their summer home in Sylvan Beach but continues to work with us remotely on a part time basis. 

Phone 585-249-1550
Fax 585-249-1554