Diann Finley
VP Director @Diversified Financial Management Corp
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WORK HISTORY
VP Director @Diversified Financial Management Corp
EDUCATION
DePaul Driehaus College of Business
Master, Taxation (MST)
Illinois Wesleyan University
BS, Accounting
ABOUT DIANN FINLEY
Diann has over twenty years of experience focusing on ultra-high net worth families, family offices and closely-held business owners on all aspects of tax, gift, estate, charitable and financial matters. Diann is a Certified Public Accountant (CPA), Certified Financial Planner (CFP) and Certified Trust and Financial Advisor (CTFA). She is a member of the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society (ICPAS), where she serves on the Estate, Gift and Trust Committee. Diann graduated Magna Cum Laude from Illinois Wesleyan University earning a Bachelors of Science in Accounting and a minor in Economics. She continued her studies at DePaul University, where she Graduated with Distinction earning a Masters of Science in Taxation.Specialties: Family wealth planning for ultra-high net worth family groups, which includes individual, trust and pass-through entity taxation, investment partnerships, post-mortem planning, trust administration and family offices.
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