Sarah Thomas
Posts by Sarah Thomas:
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 […]
Yolanda Aponte Associate Planner
Yolanda Aponte is the Associate Planner at Diversified, LLC and works out of the Western Massachusetts office. She plays an integral role in the client onboarding process, account maintenance, performance reporting, and client communications. She strives to anticipate the needs of clients, building connections based on trust. She supports the team in many ways and […]
Alana Shields Administrative Assistant
Alana joined the Diversified team in March 2024 as the Administrative Assistant for Diversified’s Western Massachusetts office. In her role she supports the staff with scheduling, meeting preparations, and client relations services. Alana graduated from University of Massachusetts Amherst with a Bachelors of Art in Interdisciplinary Studies, and an area of concentration in Arts Administration. […]
Jared Baum Trader
Jared joined Diversified in 2024 as a trader. He graduated in 2007 from Penn State with a degree in Healthcare Policy and Administration. Before joining Diversified, he held roles at Citigroup, Santander, and Vanguard where he was a Senior Equity and Options Trader. Within this role, he handled all options trading and education as well […]
Samantha SwilleyOperations Assistant
Samantha joined Diversified in 2024 as an Operations Assistant. She came to Diversified after working in a small-town legal office where she learned the ins and outs of client support and document preparation. Samantha resides in New Jersey wither her husband, three sons and four pups. When she is not at work, Samantha spends her […]