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 her daughter, Kris, work from to ensure they provide consistently outstanding service.
When clients engage us in an advisory relationship, they can be assured of unbiased financial advice. We are proud that 100% of our compensation is fee-based. We 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.
In addition to standard business hours, we offer flexible appointments during evenings, Saturday mornings and via Skype.
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. Diane also holds the Series 66 license.
You can check Diane’s background as an investment professional at Investment Advisor Public Disclosure (IAPD), an official US Government website.
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 does volunteer work through the Arlington Garden Club. 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 and in the past as volunteered for Junior Achievement.
When Diane and her husband are not working on their acreage, they their Springer Spaniel, Tu, and kayaking and biking. To learn more about how Diane and Mike are developing a small family forest, visit their home website www.StumpFarm.com
About Kris, Marketing Advisor and Business Support
Kris Jochimsen joined White Raven Financial Services as a Marketing Advisor and Business Support Administrator in 2011. She has been the editor for the quarterly financial newsletter, Happenings, since 2005. 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 brought her to White Raven Financial Services.
Kris lives in New Zealand with her partner, Simon, and their children, Aydin and Anaïs. She works from her home in NZ and communicates with Diane and clients over Skype. In addition, Kris travels to the United States yearly to sustain and develop her relationships within the business. When not busy working or parenting, Kris enjoys cooking, reading, running and rowing.