As a Registered Sales Assistant with America First Investment Services, Diane Allen plays a key role in supporting our Wealth Advisors and building lasting relationships with their clients. She assists with client service operations and contributes to business development all with a focus on delivering personalized, high-quality financial support.
The role of the Registered Sales Assistant allows Diane to connect with clients and help them navigate their financial journeys by offering friendly, attentive service. Whether it is preparing documentation, scheduling appointments, or assisting with financial planning activities, she is committed to making each interaction seamless and meaningful.
Diane attended the University of Utah and later, the University of Phoenix where she earned her Business Degree. She holds Securities Licenses Series 7 & 63, Uniform Investment Advisor License Series 65, and Sales Supervisor Licenses Series 8, 9/10 through LPL Financial, and has 44 years of industry experience.
Outside of work, Diane enjoys spending time with her husband, Eric. Together they have five children, five grandchildren, and their precious dog, Zero. Eric and Diane have spent the last eight years turning their little cabin in the canyon into a comfortable home, all the while enjoying the beautiful scenery and boating on nearby lakes. Their favorite pastimes are ocean cruising and concerts, and they are season ticket holders to the Denver Broncos!