With over twenty five years of experience in tax, investing and financial planning, Diane Halloway has earned the credentials so important in providing individuals and business with sound, financial advice.
Diane graduated from Troy State University in Alabama, summa cum laude, with a double major in accounting and computer science. She is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNERTM professional and is accredited by the American Institute of Certified Public Accountants as a specialist in Personal Financial Planning (PFS). She holds both insurance and securities licenses; and is a Registered Representative with Avantax Wealth ManagementSM, the foremost company offering financial services through trusted, ethical and highly educated tax and financial professionals.
To maintain her expertise, Diane completes over 200 hours a year of continuing education in tax, accounting, and all areas of financial planning including retirement, college funding, estate planning, risk management, investing and eldercare.
Diane is a member of Gloria Dei Lutheran Church, American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants, Financial Planning Association and the Association of Business and Professional Women.
Making informed financial decisions with the help of an experienced, qualified, professional is the key to taking control of your financial future.