Dallas, TX

Diana has been working with executives, small business owners, retirees, and families since 1998. She has provided tax and investment advice to executives of Fortune 500 companies, with a focus on stock option strategies. She also oversees all aspects of personal financial planning for her executive clients, including income tax, estate tax, investments, and retirement savings. As a component of her family-based financial planning strategy, Diana works with trustees and parents to teach beneficiaries and children how to set a budget, manage money, and transition from family payroll to managing their finances independently. She also works with entrepreneurs to ensure their personal and professional ventures are focused. Diana has earned the Certified Divorce Financial Analyst designation and finds her work with couples during a difficult time very rewarding. By working with one party to ensure long term financial success, Diana can see the impact of her work and advice. Diana especially enjoys working with women going through life and/or work transitions, helping make their transitions easier and empowering them to make careful, educated decisions. In ever changing times, Diana has worked with members of the LGBTQ+ community and their families to ensure that financial goals are attainable for everyone. Diana is a proud mother of two children, an avid weightlifter and active community leader through her church and various charities. 

As a Financial Planner, Easton works with his clients to develop and maintain the various facets of their dynamic financial life. Easton completed his undergraduate degree in his home state of Utah in Personal Financial Planning at Utah Valley University. He is a Certified Financial Planner™ professional as well as a Certified Divorce Financial Analyst™. He takes a methodical approach to resolving client concerns and lives up to his fiduciary standards putting his clients’ needs first, always.

Easton adds to the depth of the Apella team with a passion for serving clients in whatever phase of life they’re in. Specializing in divorce planning, Easton brings fresh perspective and ideas to the divorce cases he works on. Easton has a positive “can do” attitude and approaches every day as a new opportunity. A lifelong learner, Easton is constantly on the lookout for innovative ways to benefit his 
clients.

Along with serving his clients, Easton enjoys serving community members through the pro bono and NexGen committees sponsored by the Financial Planning Association of Orange County as well as his church.

When Easton’s not in the office, you can find him coaching High School basketball, at the beach, or trying out a new restaurant with his wife! 

Fun Facts:

• I like to be active and if its sports related, I’ll give it a shot! I’m very competitive and enjoy 
  playing as well as watching. Some of my favorites are basketball, football and pickleball.
• I once jumped out of a perfectly operational airplane for fun and highly recommend it to all.