Diane Gardner, Financial Planner

07/18/2026

I enjoyed the last two days in Boston. Thanks MassMutual for hosting. We learned several strategies to help clients with retirement income. This afternoon we had time to grab a game at Fenway Park. LJ you were a great host.

07/08/2026

Join me this afternoon on X for a chat on credit, mortgages and homeownership.

07/04/2026

06/28/2026

Today Kaitlyn and I supported Willy’s World. An event to support families with special needs children. As part of the resource village I answered questions on special needs planning.

05/29/2026

After the morning conference sessions I visited for a beekeeper and honey tasting extravaganza!! We learned a lot about 🐝. The honey was excellent. We had a great time but I’m going to stick to my day job. 😂

05/27/2026

Looking forward to attending the Commonwealth Financial Network Pinnacle Conference this week in Austin, TX. Great to see my LPL Financial colleagues Grace Yung & Leslea Stock-Lopez. Looking forward to making new connections and learning ways to better serve clients.

04/29/2026

It was a great three days at Fort Mill office attending the Black Advisor Network Growth Forum.

03/30/2026

Today, I had the privilege of speaking to the senior class at Farrell Area School District. We covered the financial essentials-budgeting, managing credit, and understanding the difference between saving and investing. The students were fantastic. Thanks Nick Hanahan for the invite.