Our Team

Back to the whole team

Diana Rodd
Diana Rodd
Internal Client Manager

Diana is a lifelong Clevelander with over 25 years in the service industry, having worked for several national corporations. She has managed many major customer accounts while developing and managing employees.

Diana lives in Perry OH with her husband and two dogs where she is active in the community and enjoys exercising and visiting her two grandchildren.

Questions for Diana? Fill out the form below:

Fill out my online form.

Latest Updates & Information

Third Quarter Market Insights

Third quarter, 2017 saw stocks rise amid a brighter outlook for the global economy and better-than-expected corporate earnings.

Read full story here

3rd Q Market Insights

Check out the Third Quarter Market Insights led by Beth Spurry, CFP, CTFA.

Watch video here

2nd Qtr 2017 Market Insights

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are still healthy.  There has been little change to inflation, which stays solidly below 2%, but remains in a safe zone. 

Read full story here

Second Q Market Insights

Check out the Second Quarter Market Insights led by Beth Spurry.

Watch video here