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Diana (Dee) Cortez

Administrative Team

Diana (Dee) Cortez

Dee joins Marissa and Nikki at the front desk answering phones and coordinating client interactions. Her previous experience as a Tax Administrator handling assembly, e-filing, extensions, admin support and database management is also helpful during peak times and processing returns.

Prior to working the financial services arena, Dee was a program supervisor for a tutoring firm where she administered the services of 20 tutors to over 300 students.

She holds a Bachelor of Science Degree in Business Administration with an emphasis in Management and Human Resources.

She is recently married to her husband Anthony and they enjoy their cute dachshund, Dexter.

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