Nancy is a HUGE resource for this community and received multiple nominations. She has over 20 years of experience in both investment management and financial planning and has specialized in divorce since 2011. She has volunteered countless times for IDFA including service her second term on the Board of Advisors and is our current chair. I am proud to recognize her achievements and call her a friend. Nancy is one of a kind and our profession is better for her contributions.

A heartfelt thank you to all who nominated candidates and participated in the selection process. Your support ensures the recognition of those who have truly shaped the landscape of their industries.

We look forward to celebrating these extraordinary individuals at the upcoming awards ceremony, where their achievements will be honored and celebrated.

Diane is the Principal and Owner of Solutions For Divorce, an independent, fee-only divorce financial planning firm serving the North Shore, Merrimack Valley and the Metrowest/Boston areas. Diane is a Financial Planner, Certified Divorce Financial Analyst®, a Financial Neutral and a Financial Mediator. Diane helps her clients navigate the complex financial issues they are faced with during and after the divorce process.

“Diane is a wonderful resource to other divorce professionals; always willing to speak with newer CDFA professionals to share her knowledge and experiences. She has been actively involved with IDFA in a variety of roles: a multi-year member of the Board; annual conference presenter; webinar speaker; and chair of the Public Awareness Task Force.”

Donna is a financial advisor with Medallion Wealth Management, providing objective financial guidance and investment advice to individual and corporate clients. She takes a personal approach to understand the financial goals and lifestyle needs of each client in order to provide long-term financial solutions and educate clients on the complexities of the financial world. Donna is also a trained divorce mediator, a financial neutral in collaborative divorce, and a Certified QDRO Specialist.

“Donna is one of our industry’s most dedicated, respected, and knowledgeable CDFA professionals. She is always looking for ways to acquire new skills and enhance her knowledge. Donna is also the most giving professional; she is always sharing her expertise with new CDFA professionals.”