Meet Diversified
From our corporate team to your local office, we’re all here to serve you.
Executive Team
Andrew Rosen, CFP®, CEP®
President
David P. Levy, CFP®
Chief Compliance Officer
Mike Horwath, CFA®
Chief Investment Officer
Chief Operating Officer
Stephen Wildman, CFP®
Vice President of Sales and Planning
Vice President of Marketing
Financial Planning
Your local financial planner
Wilmington, DE Office
Andrew Rosen, CFP®, CEP®
Senior Wealth Advisor, Senior Partner David P. Levy, CFP®
Senior Wealth Advisor, Senior Partner Kyle Hill, CFP®
Senior Wealth Advisor, Senior Partner Thomas Ervin, CFP®, CTS™
Senior Wealth Advisor Jackson L. Allen, CFP®
Wealth Advisor Stephanie Levy, FPQP®™
Paraplanner Max Berger, CFP®, MBA
Senior Wealth Advisor Ashley Howard, FPQP®™
Senior Paraplanner Kate Sutton, FPQP®™
ParaplannerWayne, PA Office
Peter Hackenbrack, CRPC®, AIF®
Senior Wealth Advisor Clark Schweitzer, CFP®
Senior Wealth Advisor Aimee Conley, FPQP®™
ParaplannerBirmingham, AL Office
Tyler McGuire, CFP®
Senior Wealth Advisor Christian Foster, CFP®
Senior Wealth AdvisorCape Cod, MA Office
Clark Schweitzer, CFP®
Senior Wealth Advisor Paraplanner
Alpharetta, GA Office
Erin Carper, CFP®
Senior Wealth Advisor Matt Stack, CFP®
Senior Wealth AdvisorNorthampton, MA Office
Senior Wealth Advisor and Managing Director
Paraplanner
Paraplanner
Administrative Assistant
Andrew Rosen, CFP®, CEP®
Senior Wealth Advisor, Senior Partner
David P. Levy, CFP®
Senior Wealth Advisor, Senior Partner
Kyle Hill, CFP®
Senior Wealth Advisor, Senior Partner
Thomas Ervin, CFP®, CTS™
Senior Wealth Advisor
Jackson L. Allen, CFP®
Wealth Advisor
Stephanie Levy, FPQP®™
Paraplanner
Max Berger, CFP®, MBA
Senior Wealth Advisor
Ashley Howard, FPQP®™
Senior Paraplanner
Kate Sutton, FPQP®™
Paraplanner
Peter Hackenbrack, CRPC®, AIF®
Senior Wealth Advisor
Clark Schweitzer, CFP®
Senior Wealth Advisor
Aimee Conley, FPQP®™
Paraplanner
Tyler McGuire, CFP®
Senior Wealth Advisor
Christian Foster, CFP®
Senior Wealth Advisor
Clark Schweitzer, CFP®
Senior Wealth Advisor
Paraplanner
Erin Carper, CFP®
Senior Wealth Advisor
Matt Stack, CFP®
Senior Wealth Advisor
Senior Wealth Advisor and Managing Director
Paraplanner
Paraplanner
Administrative Assistant
Centralized Services
Your centralized teams
Operations Team
Anthony LaBarbera
Chief Operating Officer Broker Dealer Operations Manager
Director of Operations
Colleen McGeehan
Operations Specialist Sara Flint
Operations Specialist Jay T. Levy
Senior Operations Specialist Rachel Jacobson
Operations Specialist Ally Watchilla
Operations Specialist Ashleigh Weimer
Senior Operations Specialist Samantha Swilley
Operations SpecialistAdministration Team
Senior Administrative Assistant
Administrative Assistant
Administrative Assistant / Paraplanner
Administrative Assistant
Investments Team
Mike Horwath, CFA®
Chief Investment Officer James Witner
Investment Analyst Trader
Jon Cahill, CFP®
Investment AnalystPlanning and Advisor Growth
Vice President of Sales and Planning
Advisor Client Relationship Specialist
Head of Advisor Growth and Engagement
Business Development Specialist
Kelley L. Louth
Experience Manager Financial Planning Specialist
Marketing Team
Sarah Thomas
Vice President of Marketing Laron Gray
Digital Marketing ManagerFinance Team
Samantha Ferraro
Finance ManagerDiversified Tax
Ed Lynch, CPA, MT
Senior Vice President of Tax Services Dana Sample
Senior Tax Accountant
Terry Lieberman
Bookkeeper
Dennis Ervin
Tax Accountant Annie Randolph-LaBerge
Junior Tax Accountant Mackenzie Taylor
Administrative Assistant John Idrovo
Junior Tax Accountant
Anthony LaBarbera
Chief Operating Officer
Broker Dealer Operations Manager
Director of Operations
Colleen McGeehan
Operations Specialist
Sara Flint
Operations Specialist
Jay T. Levy
Senior Operations Specialist
Rachel Jacobson
Operations Specialist
Ally Watchilla
Operations Specialist
Ashleigh Weimer
Senior Operations Specialist
Samantha Swilley
Operations Specialist
Senior Administrative Assistant
Administrative Assistant
Administrative Assistant / Paraplanner
Administrative Assistant
Mike Horwath, CFA®
Chief Investment Officer
James Witner
Investment Analyst
Trader
Jon Cahill, CFP®
Investment Analyst
Vice President of Sales and Planning
Advisor Client Relationship Specialist
Head of Advisor Growth and Engagement
Business Development Specialist
Kelley L. Louth
Experience Manager
Financial Planning Specialist
Sarah Thomas
Vice President of Marketing
Laron Gray
Digital Marketing Manager
Samantha Ferraro
Finance Manager
Ed Lynch, CPA, MT
Senior Vice President of Tax Services
Dana Sample
Senior Tax Accountant
Terry Lieberman
Bookkeeper
Dennis Ervin
Tax Accountant
Annie Randolph-LaBerge
Junior Tax Accountant
Mackenzie Taylor
Administrative Assistant
John Idrovo
Junior Tax Accountant