
Diana Belger**
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Brings over 17 years of experience in Financial Services in Houston, Texas
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Graduated from the University of Florida with a Bachelor of Science and Minor in Business Administration (1993).
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Her career experience ranges from Financial Planning, Insurance service, Investments, Performance reporting, Intern development, and Database creation and maintenance.
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Serves on the Investment Committee with over 13 years of experience in the Independent Investment Advisory space managing assets in a fee-based environment using allocated models.
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Proficient in creating process and procedure, documentation, and teaching. Experienced in creating and managing GIPS compliant composite performance reporting.
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Series 7 & 66 licensed
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Member of the Firm’s Investment Committee