PRESZLER WEALTH PLANNING - Key Persons
Amanda has been in the financial services industry for more than 20 years. She uses her wide base of knowledge and experience to deliver stellar client service. She enjoys building and maintaining procedures that ensure every client receives top-quality attention.
She is a Medford native with a passion for dogs, especially her own terrier, Stella. Her hobbies include gardening, traveling, spending time with her family and watching movies.
Job Titles:
- Associate
- Financial Advisor
Diane brings more than 20 years of experience in the financial services and insurance industry and currently serves as an Associate Financial Advisor for the team.
Diane holds the Financial Paraplanner Qualified Professional™ designation as well as the Series 7 and 66 licenses. She focuses on the financial planning , portfolio strategy and client strategy sessions while also serving as the lead contact for retirement plan sponsoring employers and participant employees.
Diane and her husband, Barry, are both natives of the Rogue Valley. They reside in Central Point with their daughter. In her spare time, she enjoys cooking, gardening and reading.