Diana R. Kirtland assists our clients at Vertical Financial Group with the set-up and maintenance of their accounts to help ensure timely and coordinated service requests, including set-up of online access to accounts, processing of client fund requests, and assistance calculating and withdrawing required minimum distributions (RMDs). With more than 30 years of experience in the financial services area and holding Series 6 and 63 licensing, Kirtland has provided administrative services for a range of financial accounts, including retirement plans, traditional and Roth IRAs, fixed annuities, and mutual fund accounts. Prior to joining our team, Kirtland managed operations of IRAs for eight branches of the Indiana Federal Bank retirement plans department, including Keogh, profit sharing and money purchase plans for local business. As the client services manager for Vertical Financial Group for the past 18 years, Kirtland has been an integral part of the firm’s success.
Kirtland and her husband reside in Valparaiso, Indiana.
To view Diana Kirtland’s FINRA BrokerCheck, click here