Diana Williams Client Services Administrator


Diana Williams is RIA’s Client Services Administrator and joins us with over a decade of experience servicing clients in the financial services industry. As part of our promise of ‘client first,’ Diana is a crucial addition to our team. Diana earned an MBA with a concentration in finance from Capella University. Her credentials include Securities Industry Essentials® (SIE®), a FINRA exam for prospective securities industry professionals and is Life and Health Insurance licensed.

Connie Mack
President and Founder, AIF®, AAMS®, CRPS®
Richard M. Rosso
Director of Financial Planning, CFP®
Lance Roberts
Chief Investment Strategist
Michole Fields
Director of Operations, AAMS®
Brent Clanton
Executive Producer – Lance Roberts Show
Karen Roan
Director of Investment Relations
Samantha Samolu
Senior Client Services Administrator, MBA®
Danny Ratliff
Senior Financial Advisor, CFP®, ChFC®
Michael P. Lebowitz
Portfolio Manager, CFA®
Frank Marrone
Senior Financial Advisor, CFP®, CRPC®
Craig Severin
Sr. Financial Planner, CFP®, NSSA®
Nikki Brock-Maruska
Human Resources and Investor Event Planning
Jonathan Penn
Senior Relationship Manager, CFP®
Pashaa Simmons-Green
Client Services Administrator