Diane T. McIntee

Diane T. McIntee holds a BS, Cum Laude, an MBA in Finance, and a Certificate in Financial Planning. She became a CERTIFIED FINANCIAL PLANNERTM certificant and founded Optima Asset Management, LLC in 2007. Diane obtained her Certification in Long Term Care in 2018.

Professional experience in Banking and Accounting made progression to Financial Advisory Services a natural fit for Diane.

Diane serves on the Board of Trustees of the Ronald McDonald House of Durham and as a registered volunteer of the National Marrow Donor "Be The Match" Program.  Diane is a member of the Financial Services Institute. In the past Diane has served as a Board of Education Trustee, a Charter Trustee of a local education foundation, a leader for both Girl Scouts and Cub Scouts, and a merit badge counselor for Boy Scouts.

Please visit her on LinkedIn and on Optima Asset Management's Facebook page.