Diane Dillon is a Registered Paraplanner and manages client services for Oakmont Partners. Diane is the key point of contact for client account and transaction inquiries. She coordinates preparation for all client meetings and oversees record keeping and compliance for the office. Prior to joining Oakmont, Diane worked at Provident Advisory Group for 9 years after a successful 16 year career in operations at Merrill Lynch, assisting both individual and institutional clients.

I am very excited to be a part of Oakmont. Their devotion and service to their clients mirrors my client experience philosophy, and the resources they bring to the table are a great asset. As the saying goes, "Alone we can do so little. Together we can do so much."
—Diane Dillon

978-225-1400