On December 1, 2011, Integrated Financial Strategies moved its office location to Danvers, Massachusetts, a move that allows us to be more centrally located to our growing clientele. We now share our office space with Maloy Financial Services, LLC.

On June 1, 2010, Dianne completed training from Fiduciary360 and obtained the professional designation, Accredited Investment Fiduciary® (AIF^®). Those who earn the AIF mark successfully complete a specialized program on investment fiduciary standards of care and subsequently pass a comprehensive examination. AIF designees demonstrate a thorough understanding of fi360's Prudent Practices for investment advisors and stewards. The AIF mark is held by the Center for Fiduciary Studies, LLC, a Fiduciary 360 (fi360) company.
 
In January 2009, Dianne joined the Financial Planning Association's Chapter Leadership Resource Council (CLRC), which encourages relationships and communications between chapter leaders and FPA's national staff. Members of the council provide mentoring and training to develop future leaders of the association.

On October 4, 2008, Dianne welcomed 3,000 financial planners to the City of Boston for FPA's national conference. Her remarks illustrated the conference theme, "Revolutionary Thinking," by telling the true story of Paul Revere and his midnight ride of April 1775. Click here to read the text of Dianne's remarks.

Effective January 1, 2008, Dianne was elected President of the Financial Planning Association^® of Massachusetts, an 1,100-member Chapter of a national professional association. The FPA^® believes that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate a professional commitment to education and a client-centered financial planning process.