Diane has been helping clients in the Durham and Chapel Hill areas for over 30 years, delivering solutions to high net worth individuals through the Wealth Management divisions of two major financial institutions. She is a Certified Financial Planner™ professional and has particular experience working with individuals, families, and business owners.
Diane has been in Wealth Management since 1997 and the financial services industry since 1982. She earned her Bachelor of Science degree in Business Administration from Clemson University in 1982 and received her Certified Financial Planner™ designation 2003.
Diane has held numerous leadership positions with community organizations, including The Triangle Community Foundation, The Nasher Museum of Art at Duke University, The Center for Child and Family Health, Caring House, Juvenile Diabetes Research Foundation, Duke/Durham Campaign, NC Museum of Life and Sciences, and The Durham Arts Council.
She is married to Mark Bonner, a Durham native, and has two adult sons, Matt and Carr.