Your decision partners
At Diversified Portfolios, we believe wealth should be a positive force in people’s lives, not a source of anxiety. What sets us apart is our ability to transform the tension that often exists between family members with different money backgrounds into aligned financial decisions. While many firms focus on transactions, we build lasting relationships centered on understanding what matters most to your family and acting as your ongoing decision partner.
Diversified Portfolios was founded on a simple truth:
behind every portfolio is a family with hopes, dreams, and values.
Our team of wealth advisors brings together experienced advisors who recognized that families need more than investment management. They need a trusted advisor who listens first and acts with their best interests at heart, especially when navigating different perspectives about money.
For over 30 years, we’ve helped families find common ground for financial decisions. Our steady, all-weather approach has weathered decades of market volatility because it’s built on human understanding first.
Our Team
Our team shares a unified purpose: lifting the weight of worry from our clients’ shoulders. We combine technical expertise with genuine care, ensuring you never feel like just another account number.
Many of our advisors have personally experienced the challenges that come with different financial viewpoints in their own families. This firsthand understanding makes them particularly adept at helping couples like you find harmony in your financial decisions.
Each advisor brings specialized knowledge in wealth management, tax planning, retirement strategies, and family dynamics, united by core values that place your wellbeing at the center of every recommendation.
As fee-only fiduciary advisors, we’re legally committed to putting your interests first. Our transparent fee structure means no hidden costs or conflicts of interest, just clear guidance you can trust.
Our Values
Make it together
When couples come to us, they often have different comfort levels with financial risk. We bring different financial viewpoints into harmony, helping find an approach that respects both perspectives. Our process aims to create financial clarity while fostering relationships built on mutual understanding.
Care more than necessary
We ask about what matters most in your life, not just your financial accounts. Understanding your family dynamics, from supporting aging parents to helping adult children establish financial independence, allows us to provide guidance that addresses your deeper concerns while respecting both partners’ perspectives.
Be authentic
We speak your language, not industry jargon. For couples with different levels of financial awareness, this means creating conversations where both partners feel equally engaged and informed. Our discussions focus on what matters to you, addressing your questions directly and honestly. We believe financial advice should feel as comfortable as talking with a trusted friend who happens to have financial expertise.
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Our investment approach doesn’t try to predict market movements or chase investment trends. Instead, we diversify your investments across different areas to help protect against uncertainty. Our steady approach focuses on safeguarding what you’ve worked hard to build while supporting the people and causes you care about most.
We Can Help
Why clients choose us
We excel at bridging different perspectives. Couples who bring different money histories to their relationship appreciate our ability to translate complex financial concepts into terms both partners can understand and support. They value how we bridge different family perspectives with empathy and expertise, and they trust our steady approach that doesn’t chase trends or make unrealistic promises.
We’re decision partners, not just portfolio managers. Dual-career professionals focused on building wealth while balancing family priorities value our expertise in optimizing tax strategies and creating efficient paths to financial independence. They appreciate our guidance on balancing present lifestyle with future security, all while honoring both partners’ priorities.
Our relationships span decades and generations. Many of our client relationships span decades and generations, with clients in over 35 states, a testament to the lasting partnerships we form. This reflects what matters most: having advisors who understand your unique story and stand beside you through every season
Wealth Management Staff
Catharine Betzig
Financial Planning Associate
Chris Brittingham, CFP®
Financial Planning Associate
Michael E. Carmona, MBA, CFP®, ChFC®
Wealth Advisor
Ryan Conner, CFP®
Financial Planning Associate
Dan Goldberg, CFA, CFP®, CAIA
Chief Investment Officer & 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, JD, CFA
Co-Founder & Chief Visionary Officer | Partner
Client Service & Operations Staff
Brad Cox
Chief Operating Officer & Chief Compliance Officer | Partner
Gabrielle Dearing
Client Service Associate
April Foxlee
Operations Associate
Kim Koontz
Client Service Associate
Brenda Lauback
Office Administrator
Kristie M. Mileski
Director of Client Service & Marketing
Ceree Mills, CRPC®
Director of Operations
Olivia Pierce
Client Service Associate
Hamza Rangwala
Client Service Associate