Diane Boyd serves as the Client Services Director at Ascend Integrated Wealth, where she oversees daily operations, manages a team of seven, and ensures seamless client engagement and administrative efficiency. With a strong background in client services and operational coordination, she plays a central role in maintaining organizational structure, regulatory compliance, and service excellence.

In her role, Diane Boyd is responsible for directing all firm seminars, client-facing events, and internal scheduling. She is instrumental in creating a positive client experience through proactive communication, attention to detail, and a solutions-oriented mindset. Her leadership helps foster a cohesive team environment and supports the firm’s overall strategic objectives.

Known for her professionalism, reliability, and deep understanding of both client service and operational workflows, Diane Boyd brings structure, consistency, and a high level of accountability to every aspect of the firm’s operations.