Dia joined Stern, Kory, Sreden & Morgan, AAC in February 1995, initially serving as office manager before transitioning to the Investment Department in 2000. With over 25 years of experience as a Financial Services Representative, she is dedicated to serving the firm’s clients.
Dia specializes in building long-term, trust-based client relationships, guiding them through their financial journeys. She also manages key administrative operations to ensure seamless client services. She holds Series 6, 7, and 63 licenses, an insurance license for Life & Variable Annuities, and is currently pursuing her Series 65.
Outside of work, Dia focuses on wellness and balance through activities such as Pilates, strength training, hiking, and spending time with family and friends.