Diane Medley is the Managing Member of Meritrust Wealth Management. She co-founded Meritrust in 1999 and Mountjoy Chilton Medley LLP in 2010.
Diane leads the firm in achieving its vision and mission around helping people and navigating complex financial planning opportunities to achieve financial well-being. Her extensive background in leading a top 100 regional accounting firm and serving clients in a variety of financial areas for over 30 years serves her well in recognizing the needs and opportunities of the financial planning clients of Meritrust. While at MCM, she led the firm through several mergers and acquisitions, making MCM the largest CPA firm in the region with approximately 350 employees across five locations, including offices in Louisville and Lexington, Kentucky; Indianapolis and Jeffersonville, Indiana; and Cincinnati, Ohio. Today, Meritrust serves clients across this same footprint.
After graduating from Meade County High School in 1973, Diane attended the University of Louisville and graduated with a B.S. in Commerce in 1980 with Highest Honors. She was the class Valedictorian of the School of Business and Outstanding Senior in Accounting.
Ask me About:
- My recent travels in the US and abroad
- My children and grandchildren
- My passion for Louisville and Southern Indiana and their economic future