Your vision. Our guidance.

Diana Woolley


Diana Woolley

Diana Woolley

Director of First Impressions


Diana brings to Summit Financial her positive energy and commitment to building successful working relationships.


Diana graduated from the University of Oregon with a Business degree. For many years, she provided marketing services in architectural and engineering firms benefitting the government sector and commercial and health care sectors. Prior to joining Summit, Diana was involved in member services at a country club for several years. Regardless of the industry, Diana’s priority is to consistently contribute to exceptional client experiences and communications.

She has raised four fine young men and enjoys sports, travel, reading, and cooking and entertaining with family and friends.

Summit is a federal registered investment advisor. Summit may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Summit and its Representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications.
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