Diane Winner, CFP®, CDFA®

Vice President and Investment Officer

Diane joined BOAA Financial Services located at Bank of Ann Arbor in 2013 to lead the LPL Financial Office and has been recognized as Vice President and Investment Officer. She has more than 18 years of experience in the finance industry after previously serving at CSB Investment Services at Chelsea State Bank. She is an active member of the Financial Planning Association of Michigan and served on the Board of Directors for 6 years including the roles as President Elect in 2018, President in 2019 and Chairperson in 2020. Member of the Finance Committee for Ozone House which shelters and supports homeless youth.

Diane earned a Bachelor of Science degree from Eastern Michigan University, in addition to Series 7, 63 & 65 security registrations (held with LPL Financial) as well as the Life, Accident, Health and Variable Annuities insurance licenses. Proud supporter of the United Way as well as other local Charities. Competitive powerlifter with State, National, and World Records.

Phone 734-327-1126
734-359-6838 (Text Only)
Fax 734-887-3818