On May 18, 2009, Mayor Thatcher Kezer and citizens of Amesbury welcomed Integrated Financial Strategies LLC and Dolan Financial Services to our new location at 108 Main Street in downtown Amesbury. Also celebrating the event were clients, family members, and friends (see photo at right).

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.

Beginning September 1, 2007, Dianne serves on a licensee panel providing feedback to Money Quotient, Inc. Money Quotient is a non-profit organization that develops tools and training for financial professionals who want to make a difference in the lives of their clients.

In March 2007, Dianne joined Life Planning Network, a multi-disciplinary group of professionals supporting integrative life design in the second half of life.

In May 2006, Integrated Financial Strategies, LLC was recognized by the Town of Amesbury for expansion of its business, and ongoing involvement in the Amesbury business community.