Team
Patrick McGrath has over 19 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...
Lisa McGrath has over 15 years of financial services experience and is a Chartered Financial Consultant. She is a Registered Para Planner as well as the Director of Operations for Diversified Financial Services, Inc. Lisa graduated...
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....