Diane Gallagher *
Diane Gallagher *
Diane Gallagher *
Diane Gallagher *
Biography
Diane Gallagher is a Senior Associate of the Client Service Group at Strategic Financial. She joined us in the Spring of 2024 and comes to the firm with a wealth of experience having spent 25 yrs in banking and 10 years with a prior financial planning firm. She is actively involved in fielding and processing client requests while assisting our financial advisors with client communication, meeting preparation, and account servicing.
Her passion is in delivering a Wow! experience for our clients and sees customer service not as a job you do but as a mindset to constantly exceed expectations and make things as easy as possible for the clients we serve. She thrives in getting to know our clients and their families and seeing them meet their goals.
In her free time, you may see her on the back of her motorcycle, spending time with her husband and friends. She has also been known to regularly wear two different mismatching socks.
Contact Diane about scheduling portfolio reviews and providing 1099s and other tax documents.
Osaic Wealth Form CRS
Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Strategic Financial Advisors Corporation, a registered investment advisor. Strategic Financial Advisors Corporation and Strategic Financial Services Corporation are not affiliated with Osaic Wealth, Inc.
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