Diana has been a trusted professional in the financial and tax industry for nearly four decades. She began working with Dennis Stephen Associates as a subcontractor in 1986 and became the firm's Business Manager in 1998. Today, she serves as the Head of the Tax Department at Contour Wealth Management, LLC, where she oversees tax preparation services and helps clients navigate complex tax matters with confidence and personalized care.
Diana earned her Enrolled Agent (EA) designation in 1996, granting her the authority to represent taxpayers before the IRS. Her extensive knowledge of tax laws and regulations, combined with years of hands-on experience, allows her to provide comprehensive tax planning, preparation, and representation services to individuals and businesses alike. She further expanded her expertise by obtaining her Series 7 securities registration in 2002 and her Series 24 securities registration in 2004, giving her a well-rounded understanding of both tax and financial services.
In 2020, Contour Wealth Management, LLC and Dennis Stephen Associates established a partnership to better serve clients throughout the Gilbertsville and Lehigh Valley communities. Diana continues to play a vital role in that partnership, leading the tax department with professionalism, integrity, and a commitment to exceptional client service.
Outside of the office, Diana enjoys spending time with her husband, Paul, as well as reading and traveling.