Bacon Financial Management, Inc.

Diana Bacon, CFP®

Diana Bacon, CFP ®, founder of Bacon Financial Management, Inc, has been working with executives, small business owners, retirees, and families for over a decade. Diana began her career at The Ayco Company, LP, in 1998 as a financial analyst. She also served as the Regional Training Coordinator for Financial Analysts and Staff Attorneys. She left Ayco in 2002 to join the Personal Financial Counseling practice at Ernst & Young LLP. During her time as a Manager at Ernst & Young, Diana provided tax and investment advice to executives of Fortune 500 companies with a focus on stock option strategies although she oversaw all aspects of personal financial planning for her executive clients, including the areas of income tax, estate tax, investments, and retirement.

As the founder and principal of Bacon Financial, Diana has continued to work with executives, in addition to working with small business owners, retirees, and families to create homogenous plans for all generations. As a component of her family-based financial planning, Diana works with trustees and parents to teach beneficiaries and children, respectively, how to set a budget, manage money, and transition from a family payroll to independently managed finances.

Diana earned a Bachelors of Science in Mathematics from University at Albany and an MBA from Dallas Baptist University with a concentration in Finance. She has been a member of the Dallas Estate Planning Council since 2006 and the Financial Planning Association since 2009. From 2004 to 2009 she served on the Board of Directors and as the Treasurer of Operation Kindness from 2004-2008, no-kill animal shelter, and is a passionate supporter of animal welfare.

Diana lives in Dallas with her husband, two young daughters, and two rescued dogs.