High Net Worth

Sometimes, the Deeper the Pockets,
the Bigger the Worries.

Prepare Your Fortune to Live Forever.

Talking about estate planning isn’t easy, but imagine the money you worked so hard for squandered due to poor planning. At Maner Costerisan, we are high net worth financial and tax advisors who will help you work through even the most difficult issues. Calm, experienced and reassuring, we ask the tough questions, then we’ll create a plan for the best version of your future.

The Maner team is very knowledgeable and efficient. They made some additional tax savings recommendations, of which we might otherwise not have taken advantage. We are completely satisfied and look forward to working with them on future projects!

– Satisfied Client

We trust the work Maner Costerisan has done for us over the years. It has always been of high quality. The Maner team is great to work with.

– Satisfied Client

The Last Thing We Want to do is Talk About Your Money.

You want to put your finances in the right hands. So, our first priority is to secure a personal relationship with you founded on trust, honesty and authenticity. Then, we assemble experts from across the firm to help you develop a plan to achieve your goals. This team is focused on your unique needs, leveraging our expertise in high net worth wealth management, estate, income, gift, and trust tax consulting, charitable giving, philanthropic foundations, cash-flow, retirement and life insurance planning. With Maner Costerisan, you’ll surround yourself with the expertise to ensure the financial future you and yours deserve.

Team Built Around You

Technology to Inform Decisions

Holistic Financial Approach

Maner Team Expert

Diana Mitchell, CPA, Senior Manager

Diana joined Maner Costerisan in 2013. As a senior manager, she provides tax compliance, tax planning, and business advisory services for both individual and business clients, with a specialty in services related to fiduciary accounting, trust and estate planning, and trust and estate tax compliance. In addition to her client responsibilities, Diana is involved with internal training and is a member of the firm tax department’s strategic planning and tax training teams.

With over 23 years of professional experience, Diana has a broad range of business experience, which allows her to advise clients on a variety of issues and transactions they may encounter when making financial and business decisions. In particular, on more than one occasion, she has assisted families with relatives who passed and helped guide them through all the required accounting, tax return filings, and asset distributions matters.

Diana attributes much of her success to interpersonal skills and attention to detail. As a young person, she thought accounting would be a set of skills that would always provide a way to support herself. After Diana got into accounting, she enjoyed the puzzle solving aspect and helping others with understanding how it all works. At her first job as a bookkeeper during college, she had a great mentor. Her mentor’s love for accounting was also a factor in her pursuing a career in accounting.

Diana grew up in Grand Ledge, Michigan and now calls Haslett her home. She spends her time away from the office with her two sons and her husband, Josh. Outside of the office, Diana enjoys volleyball, reading and gardening. She is also an active “crossfitter” and even completed the Warrior Dash Race twice in the past two years, beating her last finish time by 15 minutes.

I want to provide the best service I can to my clients by not only doing quality work, but also by being a person they can have confidence in and rely upon as a trusted advisor.

Years of Experience

30

Memberships

American Institute of Certified Public Accountants (AICPA)

Michigan Association of Certified Public Accountants (MICPA)

Greater Lansing Estate Planning Council (GLEPC), Board Member

Michigan State University Alumni Association

Certifications

Certified Public Accountant (CPA)

Certified Specialist in Estate Planning (CSEP)

Relevant Services

High Net Worth Tax Planning

High Net Worth Tax Planning

We start by focusing on your individual and family goals, then proactively identify tax-saving opportunities.

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Wealth Management

Wealth Management

Our holistic approach ensures you’re investing your hard-earned money properly to achieve the secure retirement of your dreams.

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Financial & Retirement Planning

Financial & Retirement Planning

Getting you to where you want to be by removing any unnecessary risk and preventing costly mistakes.

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Estate Planning

Estate Planning

Using a combination of financial strategies, we’ll help you create a legacy that aligns with your personal values and goals.

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Succession Planning

Succession Planning

If you’ve poured your heart and soul into your life’s work, the right plan is crucial to help your business live on.

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Compliance Support – Trusts & Estates

Compliance Support – Trusts & Estates

Our compliance experts will ensure you’re squared away on all of the must-haves, from federal and state fiduciary income tax and estate tax return prep to financial statement preparation and all related accounting services.

Strong Partnerships

3

Team Members Active in the Greater Lansing Estate Planning Council

1

Certified Specialist in Estate Planning

100%

Net Promoter Score

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