Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Two women laptop

Diane Veenendaal

Vice President–Wealth Management

Financial Advisor

Personal & Community

  • Committee Member - Western Racquet Club, Elm Grove
  • Enjoy cooking, gardening, tennis and boating.
  • Committee Member Annual Tennis Ball - Benefiting Milwaukee Tennis Education Foundation
Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MN
  • ND
  • NV
  • NY
  • SC
  • TX
  • VA
  • WA
  • WI
17775 West Bluemound Road
Brookfield, WI 53045
  • (262) 794-0829

Email Me

Are markets going "Back to the Future"?

Debt ceiling and inflation


Exceptional financial strength and stability

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager