Senior Vice President - Financial Advisor, Consulting Group
Diana has been helping clients achieve their financial goals since 1981 after graduating from the University of California, Irvine. Her experience includes 10 years working on the municipal bond desk of a large bank. Diana’s area of expertise is fixed income investments, including municipal, corporate and agency bonds. Raised in Southern California, Diana now lives in Sugar Land, Texas with her husband, Steve, and two daughters. She enjoys being active within the community by supporting youth sports, serving as a Girl Scout leader for 10 years and volunteering at local schools.
|Andy Sanford, AWM|
First Vice President - Financial Advisor, Senior Consulting Group
Andy has worked in the financial services industry for 12 years. He earned his Bachelor of Business Administration degree in finance from Kennesaw State University. Andy has also completed the Accredited Wealth Manager program from Michigan State University. Andy’s area of focus for the team is to customize asset allocation plans based on clients’ objectives and risk evaluations. Raised in Atlanta, Georgia, Andy now lives in Richmond, TX with wife, Trina, and their two sons. He is a director for the Lamar Educational Awards Foundation and volunteers to coach for local youth sports teams. He is an avid sports enthusiast and loves spending time with family and friends.