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• Ronald M. Yolles, JD, CFA
Education:
University of Michigan, B.A. with Honors
University of Michigan Law School, J.D.
Chartered Financial Analyst Program, CFA Designation
Employment:
Yolles, Toal & Post – Diversified Portfolios, Inc., Partner
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 theatre camp
State Bar of Michigan
Jewish Federation of Detroit
Birmingham Community House
Jewish Family Service
Author: You're Retired, Now What? (J. Wiley & Sons, NY, 1998); Getting Started in Retirement Planning (J. Wiley & Sons, NY, 2000).
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• Robert E. Toal, JD, MBA, CFA
Education:
Albion College, Bachelor of Arts in Economics
University of Detroit, J.D. and M.B.A.
Chartered Financial Analyst Program, CFA Designation
Employment:
Yolles, Toal & Post – Diversified Portfolios, Inc., Partner
Advance Capital Management, Inc., Portfolio Manager
Roney & Co., Stockbroker
Plante & Moran CPA's, Tax Planning |
 Professional Associations/Affiliations:
CFA Society of Detroit
CFA Institute
State Bar of Colorado
State Bar of Michigan
Financial and Estate Planning Council of Metro Detroit |
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• Thomas C. Post, CFP®
Education:
Cornell University, Bachelor of Arts in History
Certified Financial Planner, CFP Designation
Employment:
Yolles, Toal & Post – Diversified Portfolios, Inc., Partner
Independence Advisors, Inc., Investment Advisor
and Partner
Robert B. Aikens & Assoc., Real Estate Development
Sparkman & Stephens, Inc., Yacht Brokerage
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 Professional & Volunteer Affiliations:
Financial Planning Association of Michigan
Birmingham Rotary Endowment Fund Investment Comm.
Episcopal Diocese of Michigan Investment Committee
Christ Church Cranbrook Investment Committee |
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| • Margaret M. Raymond
Education:
Marquette University, Bachelor of Science in
Business Administration
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 Employment:
Diversified Portfolios, Inc., Director of Back-Office and Administration
AAA of Michigan, Budget & Financial Systems Analyst
Comerica Bank, Financial Analyst |
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| • Susan T. Deacon
Education:
Michigan State University, B.A. in General Business
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| • Timothy Cheng
Education:
University of Michigan (Ross) MBA candidate, May 2013
University of California, San Diego, B.A. Mathematics and Economics
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