Diane Freeby is a relationship manager for Financial Advisor Mathew Bishop with a knack for carefully listening to the needs of clients and contributing to clear focused meetings where clients can express their financial goals and concerns. Diane joined Beyond Wealth Advisors in April 2021, after serving as a financial advisor for 25 years at Waddell & Reed. She previously taught elementary school in Herington, Kan.
Diane assists Mathew Bishop to help ensure that his clients receive a personalized experience and customized strategies and plans based on their specific needs. Diane is a youth leader at her church and volunteers for youth musical productions. She enjoys spending time with her family, especially her adorable grandchildren.
Raymond James is not affiliated with the above organizations and/or charitable causes.