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Team Archive - Diversified LLC
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Archives: Team

Lorraine Vorko
Administrative Assistant

Erin Carper, CFP^®
Lifelong Financial Advisor

John Idrovo
Staff Accountant

Annie Randolph-LaBerge
Staff Accountant

Matt Stack, CFP^®
Lifelong Financial Advisor

Christian Foster
Lifelong Financial Advisor

Rachel Jacobson
Bookkeeper / Administrative Assistant

Courtney Bublitz
Operations Assistant

Dennis Ervin
Staff Accountant

Julius Mittl
Financial Planning Specialist

Adam Bailey
Investment Operations Analyst

Laron Gray
Marketing Associate

Tyler McGuire CFP®, Lifelong Financial Advisor

Sara Flint
Operations Assistant

Rachel Brothman
Operations Assistant

Anthony LaBarbera
Chief Operating Officer

Molly Veasey
Administrative Assistant

Jessica Judy
Administrative Assistant

Samantha Ferraro
Lead Accountant and Head of Client Relations

Charlie McGeever, CPA, MT
Tax Manager

Max Berger, CFP^®
Lifelong Financial Advisor

Peter Hackenbrack, CRPC^®, AIF^®
Lifelong Financial Advisor

Clark Schweitzer, CFP^®
Lifelong Financial Advisor

Sarah Thomas
Director of Marketing

Aimee Conley
Administrative Assistant

Ed Lynch, CPA, MT
Senior Vice President of Tax Services

Kate Sutton
Associate Planner

Stephanie Levy, FPQP^®™
Associate Planner

Ashley Howard, FPQP^®™
Associate Planner

Thomas Ervin, CFP®, CTS™ Lifelong Financial Advisor

Ashleigh Weimer
Senior Operations Assistant

James Witner
Investment Analyst

Colleen McGeehan
Senior Operations Assistant

Jay T. Levy
Operations Lead

Kelley L. Seeney
Client Experience Officer

Irvin W. Rosenzweig, CFP®, ChFC®, CLU®, CRPS®, AEP®, AIF®
Executive Business Consultant

Kyle Hill, CFP^®
Lifelong Financial Advisor

Mike Horwath, CFA®
Chief Investment Officer

David P. Levy, CFP^®
Chief Compliance Officer

Michael Fisher, CFP^®
CEO

Andrew Rosen, CFP^®, CEP^®
President

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.

Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

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