Diana M. Reutter

Diana is a Financial Planning Professional with more than 20 years of experience in wealth management operations, high-net-worth client service, and business administration. At Vaylark Financial Services, she specializes in portfolio analysis, tax-efficient Roth conversion modeling, client onboarding, and supporting comprehensive financial planning strategies.

Diana previously spent a decade as a Registered Sales Associate with UBS, where she managed high-touch client relationships and executed equity trades. She began her career in client service and IT operations, building a strong foundation in financial services and technology.

Bilingual in English and Hungarian, Diana combines analytical expertise with a strong attention to detail and a commitment to delivering an exceptional client experience.