Diana, as CEO, CFO, CCO of Lifetime Wealth Planning and Management LLC, rounds out the Lifetime Wealth team of advisors. First and foremost, Diana is responsible for developing and implementing Lifetime Wealth's strategic business concepts and systems. Diana possesses proven accounting expertise as well as financial research and analysis competencies. Diana graduated from Franklin University with a B.S. in Business Administration and Marketing in 1997, Summa Cum Laude. Diana continued her studies at Franklin and completed her MBA coursework in 2000, Summa Cum Laude. Diana also possesses a B.S. in Accounting from University of Maryland University College as of 2003, Summa Cum Laude. She is currently enduring the final stages of securing a CPA license in the state of Maryland. Diana clearly has an established presence in the business arena, based on a solid foundation of over 25 years of dedicated and exemplary professional experience. She spent 12 of those years in the regulatory policy field, where she developed her passion for organization and structure. In 2006, Diana completed the Georgetown University Certified Financial Planning Professional Development Program with Dr. Michael Dalton. Diana complements the Lifetime Wealth team and works in tandem with Carolyn in providing the expert financial planning and investment management you have come to expect. Therefore, whether you contact Carolyn or Diana, you will have reached your financial advisory team at Lifetime Wealth.

Diana lives in Prince Frederick, Maryland with her wonderful husband Dean. She has two grown step-daughters, Crystal and Jennifer, 3 year old granddaughter, an 8-year old Shetland Sheepdog named Colby and a 2-year old Shetland Sheepdog named Sassy. Her hobbies include designing and building home improvement projects, creative sewing, and financial/accounting research. Diana transferred with Columbia Gas Transmission from her hometown of Columbus, Ohio in 2000, married the love of her life - Dean and subsequently, found her passion for financial planning with Bernhardt Wealth Management and now with Lifetime Wealth Planning and Management.