about us

Diana DeFrate

A former financial executive in media, Diana is a Certified Financial Planner certificant (CFP®), Chartered Life Underwriter (CLU®), CPA, and the second in a family legacy of wealth managers and financial planners. An avid wine enthusiast, Diana is a WSET Advanced Certificate holder, director and co-founder of the Geshtin wine club. More information on Diana's investment professional background may be found here.


Katriina Paavola

A Certified Financial Planner certificant (CFP®), MBA, and former media professional, Katriina is a strategic director and financial consultant with specialties in retirement planning and investment management. A native of Finland, Katriina studied international business in London before coming to the U.S. as an executive strategic planner.  More information on Katriina's investment professional background may be found here.

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