Diane M. Altman Registered Executive Sales Associate

Strategy, relationship and collaboration are key ideas Diane uses to meet client needs and build community. As a businesswoman since 1991, Diane’s specialties include relational networking, project management and financial services.

Diane’s previous 27-year partnership in an insurance agency allowed her to develop passion for adding value to client’s lives. Additionally, her role as a certified life coach and ordained pastor created a compassionate approach to legacy development and wealth building within personal estate plans. She enjoys working with clients to meet their personal, financial and legacy goals. She is committed to serving and making the investment process a friendly one while serving the firms clients.

Diane is registered as a securities professional holding Series 6 and 63. Additionally, she has Property, Casualty, Life and Disability Insurance Licenses. As a Washington State University graduate, Diane uses her Communications Degree to hear and meet client needs.

As a native of the Northwest, Diane appreciates the sense of family and community in Thurston County. She spent a decade coaching cheerleading and continues to devote her time to ministry and service groups. Having home-educated her four children on their small family farm, she now also enjoys her granddaughters.

 

CAPSTONE RESPONSE TO COVID-19

We want to do all we can to keep our clients, team and community safe during this Coronavirus health crisis. Therefore, CAPSTONE is practicing social-distancing and all client reviews will either be by phone or video conferencing.
While our lobby remains closed, our phones are open, and team is ready to meet your needs.
Call 360-570-9888 or e-mail capstonecare@capstoneig.net.
Your investment goals are important to us! With wisdom, discipline and understanding as a solid foundation, even as the Coronavirus situation changes, your value to us remains steady. Staying connected is more important than ever, so let us know how our CAPSTONE Team can best serve you.