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Diego Shaw
As an Associate Paraplanner, I provide assistance with planning services and client communication.
Personal Mission
To grow each day both professionally and personally, serve others, be present, and always give my best effort in everything that I do.
What I love about PDS
I’ve always been drawn to financial planning because it provides a unique opportunity to simplify complex financial topics in ways that make sense to people. Our flat fee approach allows us to provide straightforward, conflict free advice that is truly centered on our clients’ best interests. I’m also grateful to be part of a team that is committed to excellence and shares a common desire to succeed in our careers and personal lives.
Education
BS in Finance with a minor in Financial Planning from Mount Vernon Nazarene University
About Me
Outside of work, I enjoy staying active and I’m always open to trying new things. Some of my favorite activities include traveling, exploring new restaurants, summer days at the lake, and spending time with family and friends. I’m a big sports fan and enjoy both playing and watching a variety of sports, but especially soccer as I had the opportunity to play for four years in college. One of the things I’m most excited about this year is marrying my fiancée, Mikayla, this September!
