About Us
Committed
to Excellence
About White Raven Financial Services
Living and working in a way that is consistent with our deeply held values is important to us. Love of nature,
'being green' and understanding the positive effect that surroundings can have are the main reasons the company's
office is located at the Stump Farm. (The Stump Farm is the name Diane and
her husband, Mike Conner, gave their ten acres of land.) Trust, commitment and continuity are the founding principles
Diane, and now her daughter, Kris, work from together to ensure they provide consistently outstanding service.
Clients can be assured of unbiased financial advice as we are independent advisors and our
compensation is primarily fee based (97%). We at White Raven Financial Services enjoy working with people and
listening to their accomplishments, ideas, dreams and concerns. Focusing on our clients' goals and expectations
allows us to develop innovative solutions and pursue overall investment strategies individually tailored to our
clients' long term success. A belief that educating investors is a good business investment, regardless if the
individual or business owner becomes a client, is a criterion of our business strategy. Evening, Saturday and
Web appointments are available for those whose schedules do not allow daytime appointments.
About Diane, MS, Certified Financial Planner™
Diane Jochimsen has a Master's of Science degree with Honors in Financial Planning from the College of
Financial Planning in Denver CO and the Certified Financial Planner™ 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.
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.
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
About Kris, Junior Financial Planner
Kris Jochimsen joined White Raven Financial Services as a Junior Financial Planner in 2011. She has been the
editor for the quarterly financial newsletter, Happenings
,
since 2005. Kris is currently studying for her Master's of Science in Personal Financial Planning. She holds a
Bachelor of Arts in English from Mills College in Oakland, CA as well as a Certificate in English Language Teaching
to Adults. Kris' desire to use the skills she gained teaching in tandem with her strong interest in finance has
brought her to White Raven Financial Services.
Kris lives in New Zealand with her partner, Simon, and her son, Aydin. She works from her home in NZ and
communicates with Diane and clients using the internet and VoIP technology. In addition, Kris travels to the United
States yearly to sustain and develop her relationships within the business. When not busy studying, working or
parenting, Kris enjoys running and playing soccer for her local team, the Feddy Fantails.