Vice President, Trust Officer, ATFA

4301 The 25 Way | Albuquerque NM 87109 | 505.798.1135

Diana has over 20 years of experience specializing in trust administration and estate settlement. She provides value to her clients by providing compassionate, expert, and efficient management of trust and estates. She ensures the intentions of the individuals and the deceased are honored while safeguarding the well-being and interest of the beneficiaries. Diana works with individuals and families to navigate the complexities of trust and estate administration with confidence and clarity.

She is a member of the New Mexico Estate Planning Council and she serves on the NM Planned Giving Round Table Committee. Diana is a member and past president of the Santa Fe Estate Planning Council and has worked on the Alzheimer’s Association committee.

Diana has earned her Accredited Trust and Fiduciary Advisor Certification from Campbell University-Lundy -Fetterman School of Business. She attended the University of Phoenix, Cannon Financial Institute, and ABA National Trust School.