Diane Williamson
Based in Santa Barbara, Diane helps guide Mission Wealth’s operations by strengthening firmwide policies, procedures, and regulatory practices that support consistent service, high professional standards, and client confidence.
Ways to Connect
How Diane Sets Mission Wealth Apart
- Brings structure and discipline to firmwide operations
- Helps translate leadership priorities into consistent policies and procedures
- Reinforces high standards of ethics and professionalism
What Diane is Proud to Help Build
- Clear and reliable operating standards
- Consistent service across a growing firm
- An operational foundation that helps clients feel well cared for
As the Chief Operating Officer at Mission Wealth, Diane Williamson is a key member of the firm’s Executive Committee. She leads the development and implementation of the firm’s policies and procedures with a strong focus on compliance and regulatory issues. With her extensive experience in the financial services industry, Diane ensures that Mission Wealth operates in accordance with the highest standards of ethics and professionalism.
I gain great satisfaction from helping others. It is important to me that our clients feel well cared for and that they have confidence in the services we provide.
Professional Background
Diane Williamson has a wealth of experience in the insurance and benefits industry. She began her career as a Benefits Coordinator for a private firm in West Los Angeles and later became a Client Services Representative for employer-sponsored group health plans with Great West Life in San Francisco. Prior to joining Mission Wealth in 2001, Diane served as Assistant Vice President of Administrative Services for Intermediary Insurance Services, a major international reinsurer. In her current role as Chief Operating Officer, Diane is a member of the firm’s Executive Committee and oversees the development and implementation of policies and procedures, with a strong focus on compliance and regulatory issues.
Diane received a Bachelors of Arts from California State University, Northridge.
Personal Pursuits
Diane Williamson is a California native who grew up in Los Angeles. She now calls Santa Barbara home, and she loves to travel and discover new places. In her free time, she enjoys entertaining and experimenting with cooking and baking to enhance her culinary expertise.
As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.
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Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor