Diane is a Lexington native and has always taken pride in herself for being trustworthy, honest, knowledgeable, and a person of good character. She feels that these characteristics make her clients feel more at ease and secure in knowing that she is helping you plan to protect your family and your assets.
An LPL Financial Planner since 2006, she partnered with GCH Insurance Group to form GCH Wealth Management in 2009, and then went on to form Alliance Financial Planning in 2014. Prior to joining LPL, Diane worked as a Financial Advisor with AXA Advisors. The knowledge and training in both insurance-based and independent-based platforms have given her the training and experience to provide her clients with a well-rounded financial planning approach.
Being a graduate of the University of Kentucky, Diane received her Bachelor’s degrees in both Finance and Accounting. Diane continued her education by completing the CERTIFIED FINANCIAL PLANNER™ certificate from Bellarmine University as well as being recognized as a CERTIFIED FINANCIAL PLANNER™ Practitioner. She holds her Securities Registrations Series 7 and 66 through LPL Financial as well as her life and health licenses. Diane is a member of the Junior League of Lexington, the Professional Women’s Forum and volunteers for various local non-profits, including Ronald McDonald House, Cavalier Rescue USA, Bluegrass Pug Rescue, and Dress for Success Lexington.
Kelli is a Lexington native who started her insurance practice in 2001, right before graduating from the University of Kentucky. Kelli prides herself on being a trustworthy and knowledgable resource for her clients, both individuals and businesses, and uses a total needs approach to helping those clients reach their financial goals and meet their specific needs. Kelli has an extensive background in life insurance planning, disability insurance planning, group benefit planning, stays current on all health insurance updates, Long Term Care planning, Medicare planning and people transitioning to Medicare. Kelli uses an extensive list of companies to meet client needs and has access to over 100 carriers, allowing Alliance Benefits Solutions to find the most competitive rates and products to meet the needs of all of our clients.
Being a graduate of the University of Kentucky, Kelli received her Bachelor’s degree with honors in Marketing. Kelli continued her education by completing Financial Services Specialist designation from the American College of Financial Services. She has been a licesned life and health agent since 2001. Kelli is a member of the Rotary Club of Lexington, Altrusa International, Lexington, a former past President of the Bluegrass Association of Financial Advisors, Leadership in Life Institute graduate, a member of the Young Advisors Team and regular guest on the Jack Patty Morning Show for Medicare updates and information.