Certified Financial PlannersDev Diversified2025-04-15T14:09:36-04:00 Teams Search Popular Keywords Categories No Record Found View All Results Financial Planning Your local financial planning team Wilmington, DE Office Andrew Rosen, CFP®, CEP®Senior Wealth Advisor, Senior Partner Thomas Ervin, CFP®, CTS™Senior Wealth Advisor Max Berger, CFP®, MBASenior Wealth Advisor Kate Sutton, FPQP®™Paraplanner David P. Levy, CFP®Senior Wealth Advisor, Senior Partner Jackson L. Allen, CFP®Wealth Advisor Ashley Howard, FPQP®™Senior Paraplanner Kyle Hill, CFP®Senior Wealth Advisor, Senior Partner Stephanie Levy, FPQP®™Paraplanner Wayne, PA Office Peter Hackenbrack, CRPC®, AIF®Senior Wealth Advisor Clark Schweitzer, CFP®Senior Wealth Advisor Aimee Conley, FPQP®™Paraplanner Birmingham, AL Office Tyler McGuire, CFP®Senior Wealth Advisor Christian Foster, CFP®Senior Wealth Advisor Lorraine VorkoAdministrative Assistant / Paraplanner Cape Cod, MA Office Clark Schweitzer, CFP®Senior Wealth Advisor Aimee Conley, FPQP®™Paraplanner Alpharetta, GA Office Erin Carper, CFP®Senior Wealth Advisor Matt Stack, CFP®Senior Wealth Advisor Lorraine VorkoAdministrative Assistant / Paraplanner Northampton, MA Office Renae Ransdell, CFP®Senior Wealth Advisor and Managing Director Melissa BabyakParaplanner Yolanda AponteParaplanner Executive Team Michael Fisher, CFP® CEO Andrew Rosen, CFP®, CEP® President David P. Levy, CFP® Chief Compliance Officer Mike Horwath, CFA®Chief Investment Officer Anthony LaBarberaChief Operating Officer Stephen Wildman, CFP®Vice President of Sales and Planning Sarah ThomasVice President of Marketing Centralized Services Your centralized teams Operations Team Anthony LaBarberaChief Operating Officer Josh CohenDirector of Operations Jay T. LevySenior Operations Specialist Ashleigh WeimerSenior Operations Specialist Rakhee PriceBroker Dealer Operations Manager Colleen McGeehanOperations Specialist Rachel JacobsonOperations Specialist Samantha SwilleyOperations Specialist Sara FlintOperations Specialist Ally WatchillaOperations Specialist Administration Team Molly VeaseySenior Administrative Assistant Nicole BoysenAdministrative Assistant Lorraine VorkoAdministrative Assistant / Paraplanner Alana ShieldsAdministrative Assistant Investment Team Mike Horwath, CFA®Chief Investment Officer Jared BaumTrader Jon Cahill, CFP®Investment Analyst Planning and Advisor Growth Stephen WildmanVice President of Sales and Planning John AndersonHead of Advisor Growth and Engagement Kelley L. LouthExperience Manager Adam BaileyFinancial Planning Specialist William TorrenceAdvisor Client Relationship Specialist Anthony BarbosaBusiness Development Specialist Marketing Team Sarah ThomasVice President of Marketing Laron GrayDigital Marketing Manager Finance Team Samantha FerraroFinance Manager Diversified Tax Ed Lynch, CPA, MTSenior Vice President of Tax Services Dana SampleSenior Tax Accountant Dennis ErvinTax Accountant Mackenzie TaylorAdministrative Assistant Terry LiebermanBookkeeper Annie Randolph-LaBergeJunior Tax Accountant John IdrovoJunior Tax Accountant
