Denise J. Nostrom, ChFC CLU
Owner, Diversified Financial Solutions
Denise Nostrom, a life-long resident of Long Island, entered the financial services industry in 1990. She began her career at Smith Barney as a portfolio assistant. She moved onto a smaller firm still working in the capacity of a portfolio assistant. She did not feel that her ambitions were being fulfilled, so she trained to become a Personal Financial Advisor with IDS Financial Services (now commonly known as Ameriprise). She spent just under 4 years at IDS. She made the decision to start her own firm, Diversified Financial Solutions, in 1996 which focuses on personalized customer service. Denise works with clients from all walks of life, helping them to improve their lives and follow their dreams. Denise’s philosophy is that with time, discipline and determination you can reach your financial goals and dreams.
Wall Street firms, banks, and trust companies could experience frequent personnel and strategy changes. Denise, on the other hand, has been in business for over 20+ years. Many of Denise’s clients have been with her for most of those years. She has seen her clients successfully send their children to college, pay down debt, buy their first homes, retire and much more. She will be there for you through the good times and the bad.
To keep up with the changes in times, Denise is a member of the Society of Financial Professionals and is a branch manager with series 7, 24, 51, 53 and 63. She is licensed in 25 states, maintains and exceeds the minimum continuing education standards required to sustain her ChFC & CLU designation as well as her life, health and annuity license and securities registrations.
Jade is the newest member of the team at Diversified Financial Solutions, having started in September 2016. As the executive assistant to Denise, she helps to maintain client’s portfolios and continuously monitors the workflow on transactions from the operations of the office and client requests. Born and raised on Long Island, Jade has been an active member of the community through the YMCA, where she met Denise! Jade is currently pursuing a doctoral degree in Audiology, which she hopes to help the aging population remain independent and drastically increase their quality of life through proper hearing health. In her free time, Jade enjoys dancing and remaining active through Zumba Fitness.
Before returning back to Siena College to start the second year on her accounting degree, Nicole worked at Diversified Financial Solutions where she learned about all of the facets of the financial services industry and provided clients with an exceptional experience, managing administrative tasks and office projects. In her free time, Nicole enjoys coaching cheerleaders and spending time with her family. Her favorite quote is "Be happy for this moment. This moment is your life." Nicole enjoys coming home to work in the office and spend time with friends.
Greg Sundahl manages our office projects and co-ordinates general office operations, including the creation of the Diversified Financial Solutions newsletter, which our clients look forward to receiving twice per year. Greg has a Master’s Degree in Human Resources and a Master’s of Business Administration Degree from St. Joseph’s College in Patchogue, NY and has been with the firm since 2007. Greg is a certified NYS Teacher in Business & Marketing and teaches at Northport High School. He also manages POWER of Women Exchanging Resources, where he enjoys networking and inspiring women to be amazing through educational and empowering events. Greg is actively involved in the community. He is a Realtor and helps his clients buy or sell homes on Long Island. Greg is also a member of the Society for Human Resource Management and recent Board Member for The Ranches at Long Lake Estates in Port Jefferson Station, NY. Greg’s favorite season is Summer, when he can enjoy time outdoors with friends and grilled food over a barbeque, playing water volleyball in the pool with neighbors, or tossing a frisbee around the park with his nieces and nephews.
Client Relationship Manager
As the Client Relationship Manager, Megan promotes optimism and teamwork at Diversified Financial Solutions. Megan is responsible for coaching team members through change and developing Diversified Financial Solutions’ focus on the client. According to Megan, our clients are our #1 asset. Megan enjoys keeping busy with schoolwork, and staying active with gymnastics, cheerleading, and many activities during the year.
As the office mascot, Hailey is in charge of Customer Care. She promotes cheerfulness and keeps up the energy in the office.
Together, we help you put the pieces of your financial life together.
Call Us Today! 631-758-8691
Advisory Services offered through Blackridge Asset Management, a Registered Investment Adviser. Securities offered through Peak Brokerage Services, LLC. Diversified Financial Solutions is a separate and independent entity from Peak Brokerage Services, LLC. Member FINRA/SIPC. Securities services offered through Diversified Financial Solutions.
Investments products and services available only to residents of: AZ, CA, CO, CT, DC, FL, HI, IL, IN, MA, MD, MN, MO, NE, NC, NJ, NY, NM, OH, PA, SC, VA, WA, WI. We are licensed to sell insurance products in the following states of: FL, NJ, NY.