“From Farm to $3 Billion: The Unstoppable Diane Compardo’s Journey in Wealth Management”

Diane Compardo, the founder of Compardo, Wienstroer & Janes, has built a $3 billion wealth management practice at Moneta Group with a humble attitude rooted in her upbringing on a farm in central Illinois. Despite her success, Compardo remains grounded and focused on her core values.

Compardo’s journey into the wealth management business began after a successful career in accounting at Price Waterhouse. Frustrated by the limitations of advising clients without being able to act on their behalf, she made the leap to become a financial advisor at Moneta in 1997. Her early success in attracting significant clients from her accounting days laid the foundation for her growth in the industry.

Over the years, Compardo has focused on cultivating top talent within her team, emphasizing trust, advancement, and communication as core values. By providing opportunities for growth and learning, she has built a team of over 40 members, including four partners, who share her commitment to serving clients with integrity and dedication.

One of the key milestones in Compardo’s career was the decision to split her practice with a partner twelve years ago, allowing her to redefine her business and focus on training her team to provide exceptional client service. This shift in strategy led to significant growth, with the practice now managing over $3 billion in assets.

Compardo’s approach to managing people is rooted in leading by example and fostering a culture of trust and collaboration. By aligning her actions with her words and providing honest feedback, she has created a team that is dedicated to supporting each other and putting clients’ best interests first.

In serving a diverse range of clients, including second- and third-generation families, Compardo emphasizes the importance of personal connections and understanding the values that drive wealth across generations. By going above and beyond to support clients in times of transition, such as helping a client relocate back to St. Louis, she demonstrates her commitment to building lasting relationships based on trust and empathy.

Looking ahead, Compardo sets ambitious revenue goals each year, focusing on sustainable growth and creating opportunities for her team to advance. By instilling a mindset of shared responsibility for business development, she empowers her team to contribute to the practice’s success while also supporting her clients with the highest level of service.

Outside of work, Compardo finds balance by spending time with her family, enjoying outdoor activities like golf and pickleball, and making time for self-care. Her dedication to both her personal life and professional growth exemplifies her commitment to excellence in all aspects of her life.

In conclusion, Diane Compardo’s story is a testament to the power of hard work, integrity, and a relentless focus on serving clients with passion and dedication. Her journey from a small farming community to leading a multi-billion-dollar wealth management practice serves as an inspiration to aspiring financial advisors and business leaders alike.