Diane Johnson

Senior Client Service Specialist

About Diane

As a member of the firm’s Operation’s team, Diane’s primary responsibility is to help in the fulfillment of daily requests made by clients of the firm.

Diane has worked in the financial services industry since 1992. She joined Summitry in 2007 from Bank of New York Mellon Corporation, where she provided client service and administrative support to a team of Senior Relationship Manager. .She worked on the Pasadena team until 2016 when she relocated to Northern CA and joined the San Mateo team.

She and her husband, black lab, Josie, and cat, Rocko, reside in Montara, fulfilling their dream of living close to the ocean. They have one son and daughter-in-law in Southern California.

Diane enjoys walks on the beach, baking, traveling, wine tasting and spending time with friends and family.

Q & A

  • What are your favorite pursuits outside of work?

    Walks on the beach with our black Labrador Josie. I also enjoy baking and an ideal chilly winter weekend is spent binge watching a television series.
  • Discuss a solution you provided for a client that you’re extremely proud of.

    I get the best satisfaction and excitement from meeting our clients’ needs and helping them, whatever the circumstance. I try to make a difference and come through for our clients every day.
  • If you volunteer for a charity, which one(s) and why?

    When I am in Kansas a couple times a year, I volunteer for my sister’s non profit “Salina Shares”. They provide a variety of assistance for those in need in her community/town of Salina. She runs a nationwide program called “Laundry Love” which supplies detergent and quarters for those in need to have clean clothes and a sense of decency.
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Aaron Szager

Advisor Group Manager