"Diane takes a holistic approach with financial planning to help her clients best prepare for the financial needs their lifestyle requires"
“My goal is to work with my clients to help them build wealth and maximize potential return on investments while minimizing tax consequences. The goal is to be prepared for financial needs all through life, while creating the ability to retire when and how they want, with the lifestyle they expect.”
Diane’s financial planning practice focuses on meeting the needs of multi-generational families and entrepreneurs, with concentration on the financial complexities surrounding their goals for various stages of life. She uses a comprehensive approach and believes in a realistic assessment for today’s complex financial environment. Diane balances her clients’ goals in order to create strategies that maximize efforts to help preserve and sustain wealth to benefit multiple generations, and various philanthropic passions her clients might have.
Diane is an Investment Advisor Representative with Trilogy Capital, Inc., as well as a Vice President of Wealth Planning with Trilogy Financial. Within her first year at Trilogy, Diane was awarded the “Rookie of the Year” status award,1 and the following year, she continued this level of achievement and was awarded the “Rising Star” award.2 Diane has received the Five Star Wealth Manager designation from 2012-2018.3 Diane has been a top over-all producer for her office since joining Trilogy. Prior to joining Trilogy, she spent several years as a successful senior business professional with expertise in account management, revenue & goal plan implementation, and project & team management. Her results positively impact short and long-term objectives.
When not focused on helping her clients, Diane is completely focused on her family. Their home is nestled in the foothills outside of Denver, surrounded by various state parks and national forests. The Zing family are serious sports fans and equally enjoy hiking and camping “just outside their back door” in the Rocky Mountains, where wildlife and wilderness are abundant
1. This award is to recognize the hard work that newer Advisors put in to achieve early success. The following nominees started in the field in the 4th quarter of 2016 or later and have received the most credits in 2017.
2. This award recognizes our “up and coming” stars. The criteria is based on the total issued revenue (GDC) for the past 24 months. They started in the field in the 4th quarter of 2015 or later.
3. Award based on ten objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2018 Five Star Wealth Managers.