Client Service Assistant
Diana is the Client Service Assistant for Gene and Razz Ellison in our Lynnfield office. She assists with daily administrative tasks, opening of new accounts, tracking asset transfers, submitting annuity applications, and ensuring that our clients needs are handled quickly and efficiently.
Diana joined the Axial team, with Gene and Razz, as part of our latest acquisition in 2021. Prior to that, she spent eight years working as Services Coordinator for a Corporate Housing Firm. When the Covid 19 pandemic hit, the corporate housing firm closed, and Diana decided to try her hand in a new industry.
In her spare time, she declares herself an amateur theologian and enjoys the study of religion. She also loves going on road trips and has been an active supporter of the rescue and rehabilitation of abandoned and/or injured black bear cubs for a number of years.
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