Diana Tomasic stepped into the role of Operations Coordinator at PFS Wealth Management Group in 2023, bringing with her a wealth of experience from a distinguished career in the hospitality industry.
With over 35 years of service, including more than two decades in restaurant management, Diana’s transition to the financial sector was driven by a desire for new challenges and learning opportunities. Her decision was also influenced by an innate passion for helping others, a trait that has defined her professional path.
At PFS Wealth Management Group, Diana finds satisfaction in assisting clients with paperwork and technology, often serving as the first point of contact for those seeking guidance. Her role is pivotal in ensuring client interactions are smooth and productive, leveraging her extensive experience in customer service to help make a meaningful impact.
Outside of work, Diana’s hobbies and interests revolve around spending quality time with loved ones.