At the CFS Group, we believe the people behind the advice make all the difference. Our team is dedicated to understanding your goals and helping you navigate your financial journey. Get to know the individuals who bring their expertise and passion to everything we do. Dianne’s career began as a dietitian, where she helped people improve their well-being. That same passion led her to wealth management, where she now helps clients work toward their financial goals. Dianne believes it’s never too early or too late to start saving. Her advice? Begin contributing to your 401(k) or a similar account as soon as possible. When she’s not supporting clients, Dianne loves spending time with her husband and daughters, managing her daughter’s soccer team, and focusing on health and wellness.

We’re thrilled to share that members of the CFS team have been recognized on Washingtonian’s list of Top Financial Advisors for 2025! Being acknowledged by our peers is a meaningful achievement, and we’re committed to continuing to provide thoughtful, personalized guidance to our clients. Congratulations to our team members for this well-deserved recognition! Disclosure: 2025 Washingtonian’s “Top Financial Advisers” The Washingtonian’s “Top Financial Advisers” was announced in the January 2025 issue of the magazine. Data was collected from Sept. 20, 2024, to Oct. 30, 2024. To compile the list, the Washingtonian distributes a survey to hundreds of professionals in the financial fields in Washington, D.C., area, conducts research and consults industry experts. The financial advisors who receive the strongest nominations make the list. They do not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

At the CFS Group, we understand how uncertain markets can feel. From shifting economic forecasts to tariff concerns and changing Fed policies, navigating these challenges can be complex. While uncertainty can be unsettling, it’s important to stay informed and make thoughtful decisions. If you’re wondering how to position your portfolio or what the latest market insights mean for your financial goals, we’re here to help. Reach out to the CFS Group to start the conversation