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Diana L. MatherneFinancial Advisor
Phone: (504) 837-7177 Investment Advisor Representative of Securian Financial Services, Inc. PROFESSIONAL: Diana serves as the Firm Investment Specialist at Compass Capital Management. She provides financial strategies and investment products to clients, specifically focused on high net worth individuals. With a thorough knowledge of ERISA and retirement plans Diana provides comprehensive retirement benefits to business clients. In addition to general business, Diana specializes in medical practices and unique concerns of physicians and their practices. Diana holds a B.S. in Petroleum Engineering from Louisiana State University and is a graduate of the National Trust School at Northwestern University. She has 18 years experience in brokerage and financial strategies for high net worth clients including Investment Management, Trust, Estate and Tax strategies.** LICENSES: Life, Health & Accident, Variable Life & Annuity, FINRA Series 7 & 66 Registrations. PERSONAL: Diana is a current resident of Covington, LA and is married with three children. COMMUNITY: Diana was a past President of the Northshore Estate Planning Council. ** Diana does not provide specific tax advice. Please consult a professional tax advisor. 
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3445 N. Causeway Blvd. Phone: (504) 837-7177 |
Compass Capital Management is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
Certain individuals associated with Compass Capital Management are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Compass Capital Management are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Compass Capital Management, 3445 N. Causeway Blvd.
Suite 1000, Metairie, LA, 70002 (504) 837-7177
Toll Free: (800) 522-9471
Copyright 2012 Compass Capital Management, Securian Financial Network. All Rights Reserved.