Overview
Diane has decades of experience serving as a trusted advisor to closely held companies and high-net-worth individuals, particularly those in the retail, real estate, and professional services industries. Her client-centric philosophy helps her develop long-term relationships, understanding the challenges her clients face, and guiding them through proactive year-round strategic tax planning.
Experience
She has deep experience helping clients in complex tax situations strengthen the financial health of their company through open communication and a collaborative approach. Diane specializes in tax preparation, planning and consulting, accounting*, trust and estate administration, and guidance navigating the ever-evolving tax regulations. Diane is also dedicated to nurturing the next generation of talent, where she mentors associates and managers within the firm.
Education & Affiliations
Diane earned a Master of Taxation from the University of Hartford. She is a member of the American Institute of Certified Public Accountants and the Kansas Society of Certified Public Accountants. Diane is actively involved in her community, serving as Treasurer of KINDLE and volunteering with the Ronald McDonald House, Johnson County Christmas Bureau, Thrivent Financial for Lutherans, Junior Achievement, and 100+ Women Who Care Southland KC.
*Aprio assurance, attest, and audit services provided by Aprio, LLP.
Insights
