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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