About Us
A team that’s like family
At Diversified Portfolios, we’re a team of professionals who are passionate about helping clients gain financial peace of mind.
Wealth Management Staff:
Catharine Betzig
Financial Planning Associate
Michael E. Carmona, MBA, CFP®, ChFC®
Wealth Advisor
Dan Goldberg, CFA, CFP®, CAIA
Chief Investment Office & Wealth Advisor | Partner
Connor Hughes, CFP®
Wealth Advisor
Tom Post, CFP®
Co-Founder & Chief Strategy Officer | Partner
Brad Sorenson, CFP®, MSPFP
Wealth Advisor
Noel D. Villajuan, JD, CFP®
Wealth Advisor
Katie Wagner, CFP®
President & Wealth Advisor | Partner
Ron Yolles, J.D., CFA
Co-Founder & Chief Visionary Officer | Partner
Client Service & Operations Staff:
Brad Cox
Chief Operating Officer & Chief Compliance Officer | Partner
Kim Koontz
Client Service Associate
Brenda Lauback
Office Administrator
Kristie Mileski
Director of Client Service & Marketing
Ceree Mills, CRPC®
Director of Operations
Olivia Pierce
Client Service Associate
Hamza Rangwala
Client Service Associate
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