Diana Harrison’s transition from CPA to financial advisor was driven by her desire to better serve her clients and address their financial dissatisfaction. With a background in tax accounting, she frequently encountered clients unhappy with their advisors’ performance. In 2001, Oregon passed legislation allowing CPAs to engage in commission work, paving the way for Diana’s new career. By this time, she had already obtained her Series 7, Series 66, and insurance licenses, and during a brief medical leave, she completed her CFP certification. Initially starting with modest IRA accounts, her financial advisory practice quickly grew to surpass her CPA practice, becoming the primary focus of her business.

Diana’s leadership within the financial advisor community is marked by her commitment to creating a supportive and inclusive firm. She has consistently prioritized education and professional development for her team, ensuring they have the resources and support needed to succeed. Diana’s practice is distinguished by its collaborative and cohesive environment, where every team member is valued and empowered. Her emphasis on education, both for her clients and her staff, highlights her dedication to continuous improvement and professional growth.

A cornerstone of Diana’s philosophy is giving back to the community. She leads by example, organizing charitable events and donating $20,000 annually to various causes. This commitment to philanthropy extends beyond financial contributions; Diana and her team actively participate in community events, supporting clients during significant life moments. Her belief in the importance of giving back is integral to her practice’s culture and her personal ethos, emphasizing her dedication to making a positive impact both professionally and personally.

Diana’s ability to maintain perspective and stay connected to what truly matters reflects her grounded approach to life and business. Diana’s journey is a testament to her strength, compassion, and unwavering commitment to her clients, team, and community, making her a revered figure across the financial services industry.