Carol brings over 44 years’ experience in the banking, insurance and financial services industry to her current position as a client service associate with Wealth Enhancement. She previously worked for 18 years at Cornerstone Financial Advocates, before merging with Wealth Enhancement. As a valuable team member, Carol is resourceful, excels at research, and is a skilled problem solver, dedicated to helping clients with all the administrative aspects of their accounts.

Dianne has over 35 years of experience in the financial services industry, specializing in client service, operations and compliance. She came to Wealth Enhancement from Ascend Financial Consultants in Pasadena where she served as the Director of Operations & Compliance and played a key role in ensuring regulatory adherence and optimizing operational efficiency.