Meet Diane Cote, CDFA
Client Relationship Specialist
With over 45 years of experience in the financial services industry and more than 8 years dedicated to comprehensive financial planning, Diane Cote is the behind-the-scenes support assisting David Cross in helping clients to see the full picture of their financial future. As a Certified Divorce Financial Analyst and Planning Associate, she creates detailed financial plans that show clients exactly where they stand and where they need to go.
Your Planning Partner
Diane's extensive background spans commercial banking, credit, sales, operations, and collections. This diverse experience gives her a unique ability to problem-solve and build the kind of trust that keeps clients engaged for the long term. She specializes in retirement planning scenarios and helps clients navigate major life transitions, particularly divorce-related financial decisions.
"I enjoy assisting David in building financial plans to show the direction clients need to be on for retirement or any scenarios," Diane explains. "Clients like to know if they are on the right track, and it makes them feel they're getting full service."
What sets Diane apart is her commitment to ongoing relationship management. She connects with clients quarterly to help them stay informed as life circumstances change. These regular touchpoints help clients feel supported and give them confidence in their financial direction.
Areas of Experience
Comprehensive financial planning
Retirement planning strategies
Divorce financial analysis
Client relationship management
Quarterly financial reviews
A Collaborative Approach
Diane's detailed client support work provides the foundation for the team's investment strategies and helps identify opportunities for clients to reach their goals. Her focus on building trust and maintaining consistent communication keeps clients engaged and confident in their financial journey.