As Client Services Coordinator, Diane Lushbaugh works closely with our team and valued clients to assure that our BCM Fiduciary System™ administration and client experience is organized and running smoothly. She is responsible for the set-up and maintenance of accounts in our portfolio systems as well as with the respective custodians. Diane enthusiastically assists clients with inquiries, account activities, and transfers of funds and securities. She has filled this vital role in the support of firm operations since 2006.
Diane holds a dual degree in Accounting and Finance from Goldey-Beacom College and is a productivity enthusiast; always finding new and innovative ways for us to organize and enhance our client experience. A natural helper, she has the instinctive abilities to create systems and provide friendly and exceptional client service.
When not at BCM, Diane is known to be an expert bargain shopper and deal finder! She is also busy helping her husband operate the UPS store that they own. When she gets the opportunity, she enjoys spending quality time relaxing with her large extended family at their vacation home on Lake George, NY. Diane resides in Wilmington, DE with her husband Tom.