Diana brings diverse industry experience to her role as Director of Wealth Planning, with more than 30 years in banking focused on helping business owners and their families plan for both their personal and business needs.

She joined D.A. Davidson in 2026 after most recently serving as the Senior Director, Family Wealth Consulting for the Western Region of Key Private Bank. In that role, she led business advisory and family consulting practices and provided complex advanced planning services. Prior to Key Bank, Diana held varied leadership roles in private banking assisting HNW and UHNW families and clients with advanced planning needs, as well as experience in commercial banking, business banking, and relationship management.

In addition to her financial services experience, Diana has a deep educational background, holding a Master of Taxation from Weber State University, an MBA from Colorado State University, and a Bachelor of Science in Accounting from the University of Phoenix.

James and his research team provide equity research and updates, portfolio analysis tools and model portfolios of recommended equities to financial advisors and their clients, including individual investors and their families, businesses and nonprofits. His focus is on developing multiple channels for distribution of research to D.A. Davidson’s roughly 350 financial advisors and their clients so that each client can make informed financial decisions that match their objectives and situations. James has spent over 20 years in the financial services industry, and is co-manager of the D.A. Davidson Focus List model portfolio. He is a graduate of the University of California, Los Angeles with an MBA in finance, a bachelor’s degree in economics/management and also holds the Chartered Financial Analyst^® designation.