Bob Toal Tom Post Ron Yolles
Bob Toal Tom Post Ron Yolles
Tom Post Ron Yolles
Meet the Diversified Portfolios Team
Defined by our independence and dedication to acting in your best interest, Diversified Portfolios, Inc. is a wealth management firm based in Bloomfield Hills, Michigan. A passion for building long-term relationships and a reliance on a fact-based investing process led us to found our partnership.
As financial services industry veterans, we’ve seen how a focus on investment performance and conflicts of interest over fees can distort the financial planning process and make it harder – rather than easier – for you to realize your goals. That’s why 100 percent of our compensation comes from advisory fees. We do not receive compensation from any other sources. Unlike brokers and bank-based advisors, we are fiduciaries and must put our clients’ needs before our own.
Combined, we have more than 80 years of experience in financial and investment planning. Whatever your situation – from a complex estate planning puzzle to a retirement income distribution issue and everything in between – we’ve either encountered it before or can bring to bear the weight of our collective knowledge to solve it.
A belief in the empirical processes around investment and financial planning has shaped how Ron has worked with clients as an investment and financial planner during the past 25 years. Author of Getting Started in Retirement Planning (J. Wiley & Sons, 2000) and You’re Retired, Now What? (J. Wiley & Sons, 1998), Ron is a graduate of the University of Michigan with B.A. and J.D. degrees and a CFA charterholder. When not working, Ron enjoys tennis and skiing but most of all loves being the best Dad he can be to his daughter Madison.
More about Ron...Education • University of Michigan, B.A. with Honors • University of Michigan Law School, J.D. • Chartered Financial Analyst® Program, CFA designation Employment • Yolles-Samrah Wealth Management, LLC, Partner • Yolles Investment Management, Partner Professional & Volunteer Affiliations • CFA Society of Detroit • Council of Independent Financial Advisors • Fresh Air Society – Children’s Theater Camp • State Bar of Michigan • Jewish Federation of Detroit • Birmingham Community House • Jewish Family Service Books • Getting Started in Retirement Planning (J. Wiley & Sons, 2000) • You’re Retired, Now What? (J. Wiley & Sons, 1999)
The original founder of Diversified Portfolios, Inc. in 1993, Bob has more than 25 years of experience helping families and individuals meet the challenges of investing to ensure a secure financial future. A graduate of Albion College and the University of Detroit, Bob is a CFA charterholder and attorney and a member of the CFA Society of Detroit. Bob and his wife, Anne, have two great kids, Ellen and Daniel. Bob enjoys skiing, cycling and tennis.
More about Bob...Education • Albion College, B.A. in Economics • University of Detroit, J.D. and M.B.A. • Chartered Financial Analyst® Program, C.F.A. Designation Employment • Advance Capital Management, Inc., Portfolio Manager • Roney & Co., Stockbroker • Plante & Moran CPA, Tax Planning Professional Associations/Affiliations • CFA Society of Detroit • CFA Institute • State Bar of Colorado • State Bar of Michigan
Financial and investment planning is both a process and a passion for Tom, who believes in the power of intentional and evolutionary guidance for families and individuals. A CERTIFIED FINANCIAL PLANNER™ professional, he graduated from Cornell University with a B.A. in History and is active with the Episcopal Church and the Financial Planning Association of Michigan. Tom and his wife, Sarah, have two wonderful kids, Katie and Robbie. Tom loves to ski and sail whenever he can.
More about Tom...Education • Cornell University, B.A. in History • Certified Financial Planner™, CFP Board of Standards Employment • Independence Advisors, Inc., Investment Advisor and Partner • Robert B. Aikens & Associates, Real Estate Development • Sparkman & Stephens, Inc., Yacht Brokerage Professional & Volunteer Affiliations • Financial Planning Association of Michigan • Birmingham Rotary Endowment Fund Investment Committee • Episcopal Diocese of Michigan Investment Committee • Christ Church Cranbrook Investment Committee
A graduate of Marquette University with a degree in Business Administration, Margaret is responsible for ensuring that the office functions smoothly and efficiently. Prior to joining the firm, she was employed at AAA of Michigan as a financial analyst and Comerica Bank as a financial analyst.
Sue joined Diversified Portfolios, Inc. after working full time as the mom of her three sons. Prior to that, Sue worked in the advertising and marketing industry. At the firm, she handles a wide range of client service needs. She has a degree in Business Administration from Michigan State University.
Katie joined the firm in 2015 with six years of experience in the wealth management industry, working for banks in Denver and New York City. She is a graduate of Cornell University, where she majored in Economics and Psychology. Katie became a CERTIFIED FINANCIAL PLANNER™ professional in March of 2017. Katie supports the firm’s partners in preparing investment plans, as well as handling a variety of other client service needs.