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

Get Started

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