Diane Jochimsen

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Meet Diane Jochimsen, MS, CFP®

President & Financial Planner

“Details matter” was an early lesson impressed upon Diane when asked by her father to double-check the numbers in the business ledger for the family dairy farm as a teenager. Diane’s love of math and cognition culminated in a bachelor’s degree in computer science. This led to several jobs in the information technology field – initially as a programmer – and eventually as a project lead.

While working in the computer technology department at a mutual fund company, Diane’s interest in how mutual fund investments worked behind the scenes eventually lead her to pursue a Master’s of Science degree in Financial Planning (with honors) to not only understand personal financial planning but also how investments fit into a financial plan.

Whether working on investment portfolios or with a financial plan, Diane always seeks to know more about clients’ values, aspirations, and end goals. Knowledge about the whole person allows a true plan to be put in place which includes viable alternatives.

Diane is a proud member of the National Association of Personal Financial Advisors, the leading association of fee-only financial advisors. As a member a Garden Club along with the Forest Steward Association, Diane brings ethos of Stewardship to all that she is part of.

In her off-hours, Diane loves to read a good mystery novel, or you may find her on the trail – riding her Salsa trail bike or kayaking in the Sound in her Pygmy Sitka. Both Diane and her husband Mike also enjoy antique autos. They are currently restoring an MGB.

Education & Certifications

Master of Science in Personal Financial Planning, College for Financial Planning, Denver

Bachelor of Business Science, University of Wisconsin-La Crosse


While working as an analyst and project leader for several private companies, Diane won, individually and as a member of a team, several Peak Performance and Pinnacle Awards.

Diane in the News:

You can check out Diane’s background and qualifications via Financial Industry Regulatory Authority’s (FINRA) free BrokerCheck website BrokerCheck website or by searching Investment Adviser Public Disclosure (IAPD) website.