Tom joined the Diversified, LLC team in October 2011. He currently is a Lifelong Financial Advisor on Andrew Rosen’s team. In his role, he is an integral piece in leading Andrew’s team’s day-to-day and meeting with existing clients and new prospects in order to help them achieve their goals through comprehensive financial planning. Tom is also […]
Ashleigh began her career with the Diversified team in January, 2016. In her role as Senior Operations Assistant, Ashleigh supports Diversified by quickly and efficiently executing investment applications, service forms, and other aspects of account maintenance and client assistance. Although new to the financial service industry, Ashleigh has been employed in administrative and office support […]
As an Investment Analyst, James supports Diversified’s Investment Committee and the investment side of the Lifelong Financial Planning Process. James helps in the research of investment strategy and portfolio management as well as portfolio implementation, Ad Hoc research and reporting for tax planning, retirement planning, and insurance products. James has extensive training in Thinkpipes, an […]
As Senior Operations Assistant for Diversified, Colleen McGeehan supports the day-to-day administration, processing and monitoring of Diversified’s diverse portfolio of clients. Colleen oversees Diversified’s information technology for Office 360, Docupace, Orion Advisor Services, Salesforce, the VEO and Thinkpipes platforms through TD Ameritrade, Morningstar and eMoney, a 2017 Wealth Management Industry Award multiple winner for Wealth […]
Jay joined the Diversified team in May 2010. He began as a planner assistant but quickly developed into the Operations Lead. In that position, he supports both administration and financial planning, as well as oversees the use of the Lifelong Wealth Planner – Diversified’s client account aggregator. Jay is proud to bring his knowledge, creativity, and […]
Kelley joined the Diversified team in November 2008. She currently is the Office Manager, a role in which she helps support, plan, and coordinate all of Diversified’s client and company events. She is also a vital part of the administrative team, lending aid to the entire staff. Having studied business administration at the University of […]
Kyle joined Diversified in 1998. In his role as a Financial Planner, Kyle forges lifelong relationships with clients, coaching them through all stages of their financial lives and guiding them to better achieve their life goals. Kyle graduated from Wilmington University with a B.S. in Finance and continued his industry education by obtaining the CERTIFIED […]
Mike joined the Diversified team in September 2016 as the Investment Specialist and was named Chief Investment Officer in September 2019. In that role, it’s Mike’s job to lead the Investment Committee, which is responsible for the investment direction of the firm. He works closely with Diversified’s financial planners to support the investment side of […]
