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Sarah Thomas

About Sarah Thomas

Posts by Sarah Thomas:

3

Ed Lynch, CPA, MT
Senior Vice President of Tax Services

Since 1987, Ed has worked for private companies in the healthcare and sports industries, in addition to working with small to mid-sized CPA firms in the Delaware and Pennsylvania area. In 2001, Ed formed his own practice with a primary focus on tax preparation/planning for individuals, businesses, and non-profit organizations. His practice also provides controllership, […]

37

Kate Sutton, FPQP®™
Associate Planner

Kate joined the Diversified team in January of 2020. As an Associate Planner, she helps clients prepare for their financial check ups in addition to providing outstanding client support. With a background in customer service, she understands the importance of client satisfaction and timely communication. When out of the office, Kate spends a majority of […]

19

Stephanie Levy, FPQP®™
Associate Planner

In May 2016, Stephanie joined the Diversified team as an Operations Assistant. Since April 2018, she has been Kyle Hill’s Associate Planner, and in March 2020, she earned her Financial Paraplanner Qualified Professional designation. Stephanie is no stranger to the financial and customer service fields, having worked as both a bank teller and a loan […]

5

Ashley Howard, FPQP®™
Associate Planner

Ashley joined the Diversified team in September 2017.  In 2021, she transitioned into her current role as David Levy’s Associate Planner. In this role, she directly supports David in helping our clients achieve lifelong wealth, health and happiness. In August 2021, she earned her Financial Paraplanner Qualified Professional ®™designation. Ashley’s passion is maintaining a high […]

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