Sarah Thomas
Posts by Sarah Thomas:
Melissa Babyak Senior Associate Planner
Melissa brings over a decade of experience in financial industry client services and relationship management to her role of Senior Planning Associate in Diversified’s Western Massachusetts office. Working side by side your Financial Advisor, Melissa coordinates the implementation of investment strategies, cash management and estate planning with your financial plan. Through clear and responsive communication […]
Renae Ransdell, CFP®Managing Director and Financial Advisor
Renae has over 13 years of experience in financial services. She joined Diversified to work closely with clients to help them navigate the numerous life events that can impact their personal and financial goals. Prior to joining Diversified, Renae held roles with a large Registered Investment Advisory firm in Simbury, CT and with an independent […]