• Skip to main content
  • Skip to primary sidebar
  • Skip to footer
MENUMENU
  • Home
  • About Us
    • Our Philosophy
    • Choosing a Financial Planner
    • Legal and Regulatory
    • Team
    • Careers
    • Awards & Recognition
    • Contact Us
  • Our Services
    • Financial Planning
    • Ongoing Financial Guidance
    • Portfolio Management
  • Financial Planning Basics
    • Retirement Planning and Cash Flow
    • Social Security
    • Taxes
    • Insurance & Risk Management
    • Investments
    • 401(k)
    • Real Estate
    • College
    • Liquidity
    • Divorce
    • Estate Planning
    • Sensible Updates
  • Resources
    • Blog
    • Webinars
    • Videos
    • Financial Planning Guidebook
    • Continuing Care Retirement Communities Guidebook
    • Primers
    • Financial Planning Links
    • Client Login
  • Contact Us
Sensible Financial Planning

Sensible Financial Planning

Follow Us

  • Facebook
  • LinkedIn
  • Twitter
Client Login

Call Us Today
781-642-0890

Diane Shea Retires from Sensible Financial to Begin a New Adventure

by
Sensible Staff
November 14, 2018

In 2010, Sensible Financial had four employees. Diane made it five. Since then, the firm has more than doubled both in clients and in staff, and Diane has helped make that possible. She’s been the smiling face you see as you enter the Sensible Financial offices and the welcoming voice on the phone giving you information, connecting you with your adviser, and exchanging pleasantries while you wait. In that time, she’s worked hard and made some good friends. “I’ll miss the staff and clients. You couldn’t find a nicer boss if you tried. Rick Miller is intelligent and kind, which makes it a pleasure to come to work every day. I’ve also gotten close to a few of our clients. When I had cancer, they’d call or send me a note asking how I was doing. Some would come over and give me a hug. That kind of warmth is hard to find.”

Diane has also done a lot of things clients may not have seen, working with Sensible staff and our custodians to open accounts and make transactions happen. In addition, as we formalized the way we work together to support our clients, “Diane helped us develop our operational processes and then she helped us run them,” says Sensible Financial founder, Rick Miller. “The firm functions much more smoothly now, and Diane has had a lot to do with making that happen.”

Is she planning to make a dent in her sofa while watching Judge Judy reruns? Hardly! Diane Shea is launching herself headlong into an exciting new life. After living most of her life in Tewksbury, MA, Diane is making a new start in Georgia. She, her daughter Megan, and son-in-law, J.R. are moving to the Atlanta suburbs together. To add to this adventure, the couple are also expecting a little one in the spring, so Diane will become a grandmother for the first time. Is she nervous about all this upheaval? Not so you’d notice. “As hard as it is to leave the friends I’ve made here, I can hardly wait to get down to Georgia and meet my new grandchild.”

One of the things Diane looks forward to is gardening. Living in a condo for the past fifteen years hasn’t allowed her to get her hands dirty and she can’t wait to spend more time outside planting and weeding. To keep her company out in the yard, Diane is getting a new puppy. Her three-month-old West Highland White Terrier puppy will come to live with her the day after she retires. Cotton will be a terrific companion and walking partner in the mild Georgia climate. About the weather, Diane is looking forward to future snow-free winters. “I may miss a lot of things, but I won’t miss the snow at all,” she says.

“Working at Sensible has been a wonderful way to wind down my career,” says Diane. “There’s always something interesting going on so the days fly by. That said, I’m counting the days until I start the next episode of my life!”

As anxious as she is to retire and move on to the next phase in her happy, productive life, Diane values the people, both clients and colleagues, she’s met here. Diane states it simply. “I feel honored to have worked at such a good company.”

Photo credit: Small Circle

More articles by Sensible Staff Filed Under: Sensible Updates Tagged With: Staff News

Primary Sidebar

Sign up for our newsletter

Recent Posts

The picture is of a lock on a keyboard to represent social engineering, spoofing, and hacking.

Cybersecurity: Social Engineering

Types of social engineering like spoofing and hacking involve researching and even contacting the target. What should you look for?

The picture shows the hands of a person using a calculator to represent figuring taxes and deductions.

Charitable Giving (part 4): Donate Using DAFs

Charitable giving can reduce taxes. If you use Donor Advised Funds, you can often increase tax savings and donate to your favorite charity.

Categories

  • Cybersecurity
  • Estate Planning
  • Financial Planning Basics
  • Financial Planning Videos
  • Insurance & Risk Management
  • Investments
  • Retirement Planning and Cash Flow
  • Sensible Updates
  • Taxes

Topics

Annuities bond returns Bonds Charitable Giving College Planning Company Updates Credit Health Disability Insurance diversification Divorce Donor Advised Funds Economy estate planning Federal Reserve Financial Goals Financial IQ financial planning Financial Strategy Forbes.com housing inflation Investments Investment Strategy IRA Legislation Lifetime Balance Sheet Liquidity Long-Term Care Medicare Mortgage Older Adult Living Recommended Books remote work Retirement Choices retirement planning Retirement Savings Risk Management Securities Social Security Social Security benefits Staff News Stock Market Stocks sustainable portfolios taxes

authors

Rick Miller
Sensible Staff
Frank Napolitano
Rick Fine
Josh Trubow
Chris Andrysiak
Marie St. Clare
Laura Williams
Chuck Luce

Footer

Services

  • Financial Planning
  • Financial Guidance
  • Portfolio Management

About Us

  • Our Philosophy
  • Team

Resources

  • Blog
  • Financial Planning Guidebook
Sign up for our Newsletter
Awards & Recognition

Follow Us

  • Facebook
  • LinkedIn
  • Twitter

Locations

Massachusetts

203 Crescent Street, Suite 404

Waltham, MA 02453

Phone: (781) 642-0890
Fax: (781) 810-4830

 

California

600 B Street, Suite 300

San Diego, CA 92101

Phone: (619) 573-4131​

Disclaimer

This content reflects the opinions of Sensible Financial®. We may change it at any time without notice. We provide this content for informational purposes only. Although we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability for a particular purpose or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. We do not intend the information contained in this website as investment advice and we do not recommend that you buy or sell any security. We do not guarantee that our statements, opinions or forecasts will prove to be correct. Past performance does not guarantee future results. You cannot invest directly in any index. If you attempt to mimic the performance of an index, you will incur fees and expenses which will reduce returns. All investing involves risk. You can lose any money you invest. There is no guarantee that any investment plan or strategy will succeed.

More important additional information and full disclaimer.

Copyright © 2023 Sensible Financial · All Rights Are Reserved
Legal Disclosure