Dianna Knudsen - Edward Jones Financial Advisor
Finance + Legal Services
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About Us
Helping people achieve wellness has always been my professional goal. After completing my master's degree in occupational therapy, I worked in various leadership roles in the healthcare industry for nearly 10 years. While I have a passion for helping others achieve physical wellness, I saw an even greater opportunity to help others achieve financial wellness and transitioned to Edward Jones in 2015. Today, my focus is to partner with clients in 26 states to uncover their most important financial goals and create customized strategies to achieve them. Lisa, the Branch Office Administrator, and I take a holistic approach to understand our clients. We work to remove financial jargon, educate and simplify our process so that our clients can focus on their personal lives and loved ones. Our clients have a desire to learn, plan, grow and to partner together to achieve and protect their goals. We offer an in-depth, transparent appointment process to identify where you are today, where you want to go and if there are any gaps keeping you from getting there.
Featured in Mason & Deerfield Lifestyle
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