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Diane Wise – Administrative Assistant

Milestone Financial Group, Inc.
Red Oak, Iowa

Diane Wise is the Administrative Assistant at Milestone Financial Group in Red Oak, Iowa. She is dedicated to providing exceptional client service and creating a welcoming experience for individuals and families throughout southwest Iowa. As one of the first people clients meet or speak with, Diane helps ensure every interaction with the firm is friendly, efficient, and professional.

Since joining Milestone Financial Group in 2025, Diane has played an important role in supporting both clients and the advisory team. She greets visitors with a warm smile, answers incoming phone calls, assists with client paperwork, and helps answer general questions. Her attention to detail and commitment to outstanding service help clients feel comfortable and confident throughout their experience with the firm.

Diane recently returned home to southwest Iowa and is proud to serve the community she calls home. She lives in Red Oak with her husband, Mike, and enjoys building lasting relationships with the clients and families who trust Milestone Financial Group with their financial planning needs.

If you have questions, need assistance with paperwork, or are visiting our office, Diane is always happy to help and looks forward to welcoming you to Milestone Financial Group. Call 712-623-5726 or email diane@milestonefinancialgroup.com.

Frequently Asked Questions (FAQs)


Who is Diane Wise?

Diane Wise is the Administrative Assistant at Milestone Financial Group, Inc. in Red Oak, Iowa. She is often the first person clients meet or speak with.

What does Diane Wise do at Milestone Financial Group?

Diane greets visitors, answers incoming phone calls, assists with client paperwork, and helps answer general questions, supporting both clients and the advisory team.

When did Diane Wise join Milestone Financial Group?

Diane joined Milestone Financial Group in 2025.

Who should contact Diane Wise?

Anyone with a general question, in need of help with paperwork, or planning to visit the Red Oak office can reach out to Diane.

Where is Diane Wise located?

Diane works from the Milestone Financial Group office in Red Oak, Iowa, and serves clients and families throughout southwest Iowa.

How can someone reach Diane Wise?

Call Milestone Financial Group at 712-623-5726 or email diane@milestonefinancialgroup.com.