Diana Unitas joined our firm March 2026. As a Paraplanner, she has a passion for helping individuals and families build financial confidence through thoughtful, values-based planning. She earned a Master of Science in Finance from Loyola College in Maryland and served over seven years as Portfolio Accountant and Investment Liaison at T. Rowe Price, where she partnered with financial professionals and clients to provide investment support and exceptional service. After taking time away from her career to raise her children, Diana returned to the workforce as an assistant teacher at a Christian preschool. The experience deepened her patience, compassion and communication skills – qualities that continue to shape her approach to serving clients today.
Diana has been married for over 30 years to husband, Kenneth and they have three grown children. She enjoys reading, cultivating her perennial garden, relaxing by the pool/beach, and family game nights. She is excited to apply faith-based investing to help clients align their investment strategies with the principles that matter most to them.