Diana Batchelor serves as the CEO, CFO, and CCO of Lifetime Wealth Planning and Management, LLC. First and foremost, Diana is responsible for developing and implementing Lifetime Wealth’s strategic business concepts and systems. Diana is a Certified Public Accountant (CPA) and has an established presence in the business arena, based on a solid foundation of more than twenty-five years of dedicated and exemplary professional experience. She spent twelve of those years in the regulatory policy field, where she developed her passion for organization and structure. Diana possesses proven accounting expertise as well as financial research and analysis competencies. Diana earned a B.S. in Business Administration and Marketing from Franklin University and a B.S. in Accounting from the University of Maryland. Diana also earned an M.B.A. from Franklin University. In 2006, Diana completed the Georgetown University Certified Financial Planning Professional Development Program. Diana complements the Lifetime Wealth team and works in tandem with Carolyn to provide expert financial planning and investment management.
Diana hails from Ohio but now resides in Prince Frederick, Maryland, with her husband. She has two grown step-daughters, two granddaughters, and two Shetland Sheepdogs. Her hobbies include designing and building home improvement projects, creative sewing, and financial/accounting research.