Diane Benjes is a Registered Investment Advisor, and has been certified as a Financial Planner since 1992. Her background is in investments, as she is a former partner in the firm of Boettcher & Co., a prestigious Denver, Colorado investment banking firm. She worked there as an assistant in the Municipal Bond Department, then as a stockbroker.

To become a Certified Financial Planner involves approximately two years of study and testing. At least three years of work in a financial field is also required before certification.

Diane also taught Investments at Brookhaven College in Dallas, Texas. The classes were sponsored by the College of Certified Financial Planners, and were taught to prospective planners before they were tested and certified. The majority of students were seasoned financial professionals, which proved both a challenge and inspiration for their teacher.

Diane received her Bachelor's Degree from the University of Texas at Dallas in Economics. Her Master's was earned at the same institution in Political Economy. A subscriber to numerous on-line services, magazines, and the Wall Street Journal, Diane strives to provide the best and most up-to-date information to clients. And as a Certified Financial Planner, she is also required to continuously update her education in relevant topics.