About Diann Irlbeck

Diann Irlbeck is the Operations Manager for Maven Wealth Consulting, and she plays an integral role in David Medlin’s client service team. She joined the company in 2015 after working closely with David at Ameriprise Financial since 2006. Providing clients with a valuable point of contact, Diann supports the firm’s planning and day-to-day activities related to the market and trading. She takes particular pride in building long-term relationships with clients and strategic partners.

Prior to her years at Ameriprise, Diann was a Compliance Officer & Office Administrator at Prudential Securities and an Assistant to Bond Traders at Everen Securities. She has worked in the financial industry for more than 25 years.

Diann is registered for Series 7, 8, 9, 10 and 63, and those registrations are held with LPL Financial. In addition, she is registered for State Insurance (Life, Accident, Health and HMO). She has served on a number of different compliance panels, as well as initiated training and mentoring programs in the financial field. She holds a business degree from Amarillo College.

Diann and her husband have two sons, a daughter and son-in-law, and one granddaughter. She enjoys spending time with her family and friends, working on service projects, and volunteering for outreach programs with her church.

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