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Sarah Thomas

About Sarah Thomas

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Max Berger, CFP®, MBA
Lifelong Financial Advisor

Max joined the Diversified team in 2021 as an Associate Planner to Andrew Rosen. In his role he focuses on building financial plans, preparing for Financial Check Ups, business development and maintaining Diversified’s first class client experience. Max joined Diversified with a passion for helping individuals, families and businesses with comprehensive planning to help them […]

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