Diane Jochimsen, MS, CFP®
White Raven Financial Services
10404 124th ST NE
Arlington WA 98223-4935 360.653.0198 Diane@WhiteRavenFS.com
Your Local Financial Planner and Investment Advisor, servicing Everett,
Lake Stevens, Marysville, Arlington, Whidbey Island, Anacortes and more.
About Diane
Committed to Excellence
Living and working in a way that is consistent with her deeply held values is important
to Diane Jochimsen. Love of nature, 'being green' and understanding the positive effect that
surroundings can have are the main reasons Diane located her office on the Stump Farm.
(The Stump Farm is the name Diane and her husband Mike Conner gave their ten acres of land.)
Diane Jochimsen has a Masters of Science degree with Honors in Financial Planning from the
College of Financial Planning in Denver CO and the Certified Financial PlannerTM
designation. She also has the Financial Industry Regulatory Authority (FINRA) Series 7, Series 63 and
Series 66 licenses with Securities and Investment Advisory services offered through KMS Financial
Services, Inc. In addition to the degrees and certification qualifying her as a Financial Planner,
Diane has had extensive experience as a computer programmer, analyst, project manager and tax branch
manager.
Clients can be assured of unbiased financial advice as Diane Jochimsen is an independent advisor
with compensation primarily fee based (97%). Diane enjoys working with people and listening to their
accomplishments, ideas, dreams and concerns. Outstanding service to her clients is Diane's main
requirement. Focusing on a client, what they want, their goals, and their expectations, allows Diane to
develop innovative solutions and pursue overall investment strategies designed for long term success
suited to each individual client. A belief that educating investors is a good business investment,
regardless if the individual or business owner becomes a client is a criterion of her business strategy.
Evening, Saturday and Web appointments are available upon request to those whose schedules do not
allow daytime hour appointments.
When Diane and her husband are not working on their acreage or playing with their Weimaraner Mosby,
they enjoy ice-climbing in the winter and kayaking and biking in the summer. To learn more about how
Diane and Mike are developing a small family forest, visit their home website www.StumpFarm.com
Diane Jochimsen is a member of the Financial Planning Association. She is a contributing author to
the quarterly financial newsletter - Happenings and volunteers for Junior Achievement. While working
as an analyst and project leader for a private company, Diane won individually and as a member of a team
several Peak Performance and Pinnacle Awards. The awards were in recognition of Pioneering, Diligence and
Teamwork. Diane is a current member of the Everett Mountaineers, the Forest Stewardship Association and
Arlington Garden Club. Diane was a prior leader for the Girl Scouts of America.
