• Diane Robertson

Diane Robertson

Administrative Assistant

Diane has over 30 years of experience in client care, having held managerial, customer communications and instructor positions.  She is organized and attentive to detail with a client service mindset.  Diane is friendly, outgoing and a true professional, which makes her an ideal addition to Caldwell Wealth & Estate Advisory team.

While in the office, you may hear her laughter and even see her dancing up and down the hall as she assists clients and the team.

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