With 30-plus years of industry experience, Diana Theis has helped hundreds of financial organizations create, implement and maintain their tax-advantaged accounts programs.
In her current role, Theis assists in the development of IRA and HSA training content and lends her expertise to financial organizations that subscribe to the Wolters Kluwer Tax-Advantaged Accounts Consulting Service. Additionally, Thies has conducted hundreds of IRA and HSA training events for financial organizations located throughout the United States.
Theis is a Certified IRA Services Professional (CISP) and attended St. Cloud State University in St. Cloud, Minnesota.