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:

Michael E. Carmona, MBA, CFP®, ChFC®

Wealth Advisor

Dan Goldberg, CFA, CFP®, CAIA

Chief Investment Officer & Wealth Advisor

Connor Hughes

Financial Planning Associate

Tom Post, CFP®

Wealth Advisor | 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

Wealth Advisor | Partner

Client Service & Operations Staff:

Brad Cox

Chief Operating Officer & Chief Compliance Officer

Sue Deacon

Client Administrator

Kristie Mileski

Client Service Manager

Ceree Mills, CRPC®

Operations Manager

Susan Weaver

Client Service Associate

Get Started

We’re here to learn more about you and how we can help you meet your goals.