Diann McChesney is the Executive Vice President and Chief Compliance Officer at Asset Strategies, Inc. She is a principal of the firm, along with her business partner, Alan Rothstein. She has been guiding ASI clients through the financial planning process, as well as managing their investment assets since early 2012.
Diann has earned several prestigious designations including the Certified Financial Planner ® professional designation. In addition, she earned a Master’s Degree in Personal Financial Planning from The College of Financial Planning in Denver, CO. Her life experiences with the challenges of military life, special-needs children, adult children, and aging and dying parents enrich Diann’s ability to advise clients through every step of financial planning. She believes strongly that “nothing happens in a vacuum”; that decisions made now affect decisions into the future, making comprehensive financial planning a top priority.
Diann is a member of the Financial Planning Association (FPA), National Association of Financial Planning Advisors (NAPFA), and the AICPA Personal Financial Planning division. She’s also a member of the P.E.O. Sisterhood, an international philanthropic organization that assists and supports women who seek to further their education. Through her affiliation with P.E.O., Diann serves as a Trustee on the Cottey College Board of Trustees. (Cottey College is a 4-year women’s college wholly owned and supported by the P.E.O. Sisterhood.)