Dianna Parker, CFP®

Director of Planning

With over 25 years as a planner in private practice, Dianna’s expertise includes a broad knowledge of complex estate planning, business succession planning and retirement planning concepts.  She spends most of her time developing and helping implement creative design ideas that enhance the financial well-being of her clients.  Her private practice is chiefly focused on the intricate needs of owners of large, closely-held businesses.

In her role as a National Resource, Dianna provides technical support to advisors throughout the country.  She also frequently hosts a variety of nationally disseminated educational sessions focused on current tax law and planning strategies.

Dianna’s affiliations and accomplishments include:

  • Past board member of the Resource Group and Chairman of the Estate and Business Planning Committee; Chairman of the 2014, 2015 & 2016 TRG Annual Meeting.  The Resource Group is an elite LFA group serving the top planners in the country.
  • A Prestige Member and Advisory Specialist for Sagemark Private Wealth Services, focusing on planning solutions for ultra-affluent families.
  • Serves on the LFA-Sagemark University Committee, Private Wealth Services Education Committee; and serves as a Master CE instructor throughout the country for LFA-related education.
  • Named in the Circle of Excellence multiple times at Women in Financial Services.