Diana Reutter is a Financial Planning Professional with over 20 years of experience spanning wealth management operations, high-net-worth client service, and business administration. At Vaylark Financial Services, she specializes in preliminary portfolio audits, tax-efficient Roth conversion modeling, and end-to-end client onboarding. She leverages advanced fintech platforms—including RightCapital, Wealth.com, and Redtail—while collaborating with Financial Independence Group to execute complex IRA and LIRP product illustrations.
Diana’s financial background includes a decade as a Series 7 Registered Sales Associate with UBS, managing high-touch client relations and executing equity trades, built upon an early foundation in client service and IT operations at Oak Associates Funds. Bilingual in English and Hungarian, she combines analytical precision with a sharp eye for execution.
Diana resides in Connecticut with her husband, Jay, and their three children: Alexis, Lauren, and Preston. Outside of work, she enjoys gourmet cooking, event planning, floral design and spending time near the ocean.