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:
Carla Adams, MBA, CFP®
Partner, Financial Advisor
Dan Goldberg, CFA, CFP®, CAIA
Financial Advisor
Connor Hughes
Financial Planning Associate
Tom Post, CFP®
Partner, Financial Advisor
Brad Sorenson
Financial Planning Associate
Bob Toal, J.D., MBA, CFA
Partner, Financial Advisor
Katie Wagner, CFP®
Partner, Financial Advisor
Ron Yolles, J.D., CFA
Partner, Financial Advisor
Client Service & Operations Staff:
Brad Cox
Chief Administrative Officer
Sue Deacon
Client Administrator
Kristie Mileski
Executive Assistant
Ceree Mills, CRPC®
Operations Manager
Susan Weaver
Client Service Associate
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