Diversified Portfolios, Inc.

Christopher Brittingham is a CFP® with three years of industry experience, currently serving as a financial advisor at Diversified Portfolios, Inc. He previously worked at Financial Engines Advisors, L.L.C. and has experience with the Fellowship Of Christian Athletes. Diversified Portfolios, Inc. provides discretionary investment management and financial planning to a diverse client base including high-net-worth individuals, pension plans, and charitable organizations. The firm emphasizes long-term asset allocation, broad diversification, and low-cost passive and enhanced index funds, incorporating alternative strategies such as collateralized loan obligations and reinsurance-linked securities.

Catharine Betzig is a financial advisor with Diversified Portfolios, Inc., holding a Series 66 designation and six years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, Morgan Stanley, and The Northern Trust Company. Diversified Portfolios, Inc. provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s investment approach focuses on long-term asset allocation, broad diversification, and use of low-cost passive and enhanced index funds, supplemented by third-party analytics and alternative strategies.

Katharine Wagner is a CFP® with 12 years of industry experience, currently serving as an advisor at Diversified Portfolios, Inc. since 2015. She holds a Series 65 registration and is based in Bloomfield Hills, MI. Diversified Portfolios, Inc. is a team of nine advisors managing approximately $1.66 billion for individuals, qualified retirement plans, charitable organizations, corporations, and trusts. The firm emphasizes long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds, supplemented by selective active fixed-income investments.

Noel Villajuan is a CFP® with 21 years of industry experience, currently serving as an advisor at Diversified Portfolios, Inc. He has previously worked at Ford Estates, Sequoia Financial Advisors, LLC, Sequoia Financial Group, LLC, Ljpr Financial Advisors, and Fidelity Brokerage Services LLC. Diversified Portfolios, Inc. provides discretionary investment management and wealth-management services to individuals, qualified retirement plans, charitable organizations, corporations, and trusts. The firm manages approximately $1.66 billion for about 606 clients and emphasizes long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds.

Bradley Sorenson is a financial advisor at Diversified Portfolios, Inc. in Bloomfield Hills, MI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Rochester Wealth Strategies, Jobin Financial, Inc., and Equitable Advisors, LLC. Diversified Portfolios, Inc. is a team of nine advisors managing approximately $1.66 billion for individuals, qualified retirement plans, charitable organizations, corporations, and trusts. The firm focuses on long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds, supported by third-party technology including proprietary analytics from Dimensional Fund Advisors.

Ronald Yolles is a CFA® charterholder with 15 years of industry experience. He has been with Diversified Portfolios, Inc. since 2010, working as part of a nine-advisor team based in Bloomfield Hills, MI. Diversified Portfolios, Inc. provides discretionary investment management and wealth-management services to individuals, qualified retirement plans, charitable organizations, corporations, and trusts. The firm manages approximately $1.66 billion and emphasizes long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds, supplemented by selective active fixed-income strategies.

Ryan Conner is a CFP® professional with four years of industry experience. He currently works at Diversified Portfolios, Inc. and previously held advisory roles at Plante Moran Financial Advisors and The Mather Group, LLC. Diversified Portfolios, Inc. provides discretionary investment management and financial planning services to individuals, institutions, and nonprofits. The firm emphasizes long-term asset allocation, diversification, and low-cost passive and enhanced index funds, incorporating alternative strategies and third-party analytics in its portfolio management.

Connor Hughes is a CFP® professional with four years of experience at Diversified Portfolios, Inc. Prior to his current role, he worked at Dentsu International and Yanfeng Automotive, and he has an academic background from Michigan State University. Diversified Portfolios, Inc. provides discretionary investment management and wealth-management services to individuals, qualified retirement plans, charitable organizations, corporations, and trusts. The firm manages approximately $1.66 billion for about 606 clients, emphasizing long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds, supplemented by selective active fixed-income strategies.

Thomas Post is a CFP® with 16 years of experience and has been with Diversified Portfolios, Inc. since 2010. He holds Series 63 and Series 65 registrations. Outside of his advisory role, he serves as a trustee for Christ Church Cranbrook in Bloomfield Hills, Michigan. Diversified Portfolios, Inc. provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm focuses on long-term asset allocation using broadly diversified, low-cost passive and enhanced index funds, and incorporates alternative strategies such as collateralized loan obligations and reinsurance-linked securities in some client portfolios.

Daniel Goldberg is a CFA® charterholder with 15 years of experience in the financial industry. He has worked at Diversified Portfolios, Inc. since 2021 and previously spent 11 years with J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. He holds a Series 63 license and is based in Bloomfield Hills, MI. Diversified Portfolios, Inc. provides discretionary investment management and wealth-management services to individuals, qualified retirement plans, charitable organizations, corporations, and trusts. The firm manages approximately $1.66 billion for about 606 clients, using a long-term asset allocation strategy focused on broad diversification and cost-conscious use of low-cost passive and enhanced index funds, supplemented by selective active fixed-income investments.