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Sarah Thomas

About Sarah Thomas

Posts by Sarah Thomas:

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Diversified LLC Donates to Hurricane Relief Efforts during Northampton, Massachusetts Office Open House

October 9th event in Northampton, MA, supports hurricane victims through All Hands and Hearts. Northampton, MA – November 4th, 2024 Diversified LLC, a leading financial planning firm, hosted an open house event in October at their Northampton, Massachusetts office, welcoming clients, colleagues, and community members to celebrate a year of growth and partnership. In a […]

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Ally Watchilla
Operations Specialist

Ally started at Diversified in August 2023 as an intern and went full-time as an operations assistant in December 2023. She has a background in customer service, having worked as a bartender, waitress, sales associate, and lifeguard. She earned her Bachelor’s in Finance from Wilmington University and recently moved from Newark, DE, to Philadelphia with […]

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Jon Cahill
Investment Analyst

Jon graduated in December 2015 from Delaware Valley University with a B.S. in Business Administration. He is currently enrolled in the MBA with a specialization in Finance program at Drexel University. He also has received the CERTIFIED FINANCIAL PLANNER™ designation. Prior to joining Diversified, he held advisor roles at Girard and Crossgate Wealth Advisors. Jon […]

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Will Torrence
Advisor Client Relationship Specialist

Will Torrance is the Advisor Client Relationship specialist at Diversified LLC. In this role he informs potential new clients on the value proposition of the firm, focusing on everything necessary to achieve their lifelong goals and dreams. Will loves to assist others by providing knowledge on proper planning focusing on a long and fulfilling life. […]

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Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

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