Team
Patrick McGrath has 26 years of financial services experience and is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant. Patrick graduated from the University of Michigan Dearborn in 1995 with a degree in...
Conor has spent the last five years working with clients on financial planning and building their future. Conor specializes in pre-retirees who are still accumulating for their retirement aspirations. He graduated from the University...
Lisa McGrath has over 24 years of financial services experience and is a Chartered Financial Consultant. She is the Director of Operations for Diversified Financial Services, Inc. Lisa...
Barbara has been working with us as an Operations/Administrative Manager since November of 2013. She has previously worked in the financial services industry for over 7 years before taking time off to raise her two daughters. Barbara...
Barb is part of the administrative support team at Diversified Financial Services. With over 8 years of experience in the financial planning business, she is happy to be of assistance whether it is on the phone or around the office....
Nate Layson is a dedicated team member with a strong foundation in business. A proud graduate of Alma College, he completed his degree in just three years while playing on the baseball team. Prior to that, Nate attended the Utica...