Diana Kon earned a Bachelor’s degree from the University of Washington. She worked her way through school at one of the country’s most prominent financial institutions, where she learned the value of sound financial planning and professional advice. In 2012, Joe and Will recruited Diana after being impressed by her sharp mind and work ethic.
Diana’s volunteer experiences have helped shape her character. She has worked in English Language Learning classrooms at a local community college and tutored younger students at the local library. For Diana, education is power. She truly believes, “The more you know, the less you’ll need.” A large motivator for Diana, is to help educate clients and empower them to make profitable financial decisions. Diana aspires to continue learning and teaching others throughout her life.
She holds her FINRA Series 7 and 66 securities registrations, and is licensed to sell life, disability, and variable insurance products in Washington state. Diana is dually registered with Osaic, a registered Broker/Dealer and Aviso Wealth Management, an independent registered investment advisor. In her role as Chief Operating Officer at Aviso, Diana helps train new employees and bring new advisors on board, in addition to overseeing the management function of all operational aspects of our firm, as well as day to day bookkeeping and HR related activities. Outside of the office, she enjoys traveling and spending time with her family.