Diana Weinstock

Chief of Staff / EA

Diana Weinstock

Hello! It's so nice to meet you – I love meeting new people, which is one of the reasons I love working with each client at LifePlan Group! I enjoy expanding on my different skillsets and have experience in client relations, marketing, project management, event planning, learning & development and more. As you can see, I enjoy getting into the details, as well as being creative and looking at the big picture. LifePlan Group allows me to do both!

I grew up near Boston, MA and moved here years ago for the weather (Boston gets too much snow)! Although I still cheer for the Red Sox and Patriots, you will also often find me at a Durham Bulls game or supporting NCFC.

In my spare time, I enjoy traveling all over the world with my family. I have been to over 40 countries, and recently came back from a hiking trip in Switzerland. Our top places to visit are Croatia, Thailand and New Zealand. You’ll find us hiking out west too - Utah and Arizona are some of our favorites!

Passionate about traveling, meeting people, and continuous learning.

Diana has over a decade of experience working in client relations and marketing. Diana had previously worked in the homebuilding industry, helping homeowners design and build their homes. She also worked in supply chain and industrial distribution where she managed relationships between customers, distributors, and manufacturers.  She is excited to further her career in the financial industry where she looks forward to helping clients realize their goals in retirement.

Diana received her bachelor’s degree in Marketing and Graphic Design from Roger Williams University, as well as her Masters in Corporate and Organizational Communication, with a specialization in Project Management, from Northeastern University.


Meet the Rest of the Team