I believe that knowing our clients is the key to assisting them to reach their personal and professional goals. Being available throughout the year affords us the opportunity to proactively plan for our clients’ ever-changing lives and future dreams. At Anderson & Whitney, we focus on the client by providing personalized, quality services.
– Diane Alexander, Certified Public Accountant
Role at Anderson & Whitney: Diane is a shareholder providing tax consulting, planning, and compliance for closely held businesses and individuals in the areas of agriculture, construction, real estate and service industries. In addition, Diane provides financial services, estate planning, and trust accounting services.
Diane is also a Licensed Agent for life insurance, annuities, and variable contracts through Wealth Advisors Network, Inc. She provides financial services as a Registered Representative of Cambridge Investment Research, Inc., Member FINRA,SIPC and an Investment Adviser Representative with Wealth Advisors Network, Inc.
Professional Activities:
- Colorado Society of Certified Public Accountants
- Colorado Certificate #0015340
Community Involvement:
- Success Foundation – Board Member, Treasurer
Family: Husband Curtis and poodles Annie and Max
Lives in: Greeley, since 1988
Favorite activities: Diane loves the mountains, and her idea of heaven is spending time by a river with her husband, dogs, and friends. Their camper is always ready for a long weekend trip, but if they can’t get away for a camping weekend, they enjoy spending time in their backyard. Her favorite indoor activities include needlework, quilting, and entertaining friends and family.
Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Wealth Advisors Network, Inc. and Cambridge are not affiliated.
Investment Advisory Services offered through Wealth Advisors Network, Inc.