Board of Directors
Michael Rosenberg, RFC, CPFA, Managing Director of Diversified Investment Strategies, LLC has been serving the financial planning needs of the Greater Northern New Jersey for over thirty three years. His commitment to excellence is embodied by the hundreds of clients he has successfully served over his long and successful career. As you seek answers to your financial questions, it is important to remember that as unique as your situation may be, there is a good chance that Michael has served someone just like you over the last thirty plus years.
As a boutique practice, Michael’s niche has been serving those individuals at, or approaching retirement. Michael’s creative approach to retirement stems from the fact that he believes individual’s in the distribution stage, need to invest differently than those who are in the accumulation stage. His planning goes beyond the belief that the simple answer is to reallocate one’s portfolio to just a higher concentration of fixed income over stocks.
Michael’s credentials have been impeccable over his career. Beyond being a Registered Representative, he has a license in life and health insurance, and maintains the designation Registered Financial Consultant (RFC) through the International Association of Registered Financial Consultants (IARFC) located in Middletown, Ohio, and Certified Plan Fiduciary Advisor (CPFA) through National Association of Plan Advisors located in Arlington, Virginia. Michael is affiliated as a Registered Representative, Registered
Representative Associate and Branch Manager of LPL Financial, a Registered Broker/Dealer, Member FNRA/SIPC.
Shari has 30 years as an academic and career counselor for collegiate athletes. She spent 8 years with the University of Michigan’s Athletic Department creating and growing M-PACT, Michigan’s Professional and Career Transition Program for student-athletes. Acho was also an instrumental part of the football recruiting process at Michigan and spent countless hours with parents and recruits discussing collegiate academics and athletics.
In recognition of her exemplary contributions to the University of Michigan’s Athletic Department, she became an Honorary Letterwinner in 2012. Prior to being the Director of M-PACT, Shari spent 12 years as the Assistant Director of the Academic Success Program and a Football Academic Counselor for the University of Michigan.
Acho came to Michigan after serving at Michigan State University (1994-2000) as the Assistant Director of Student Athlete Support Services and Football Academic Counselor. Prior to working at Michigan State, Acho was a Learning Disabilities teacher and Athletic Director at Deerfield Beach High School (1990-1994) in South Florida. Acho served two years as a Member of the NFL/NCAA Summit (2012, 2013); and an NCAA Leadership Facilitator (2012). Shari is an advisory board member for Athleta-Ed, LLC.
Acho earned her bachelor’s degree in Exceptional student education at Florida Atlantic University (1990) and holds a master’s degree in Athletic Administration (1995).
Nicole serves as OMBI Group’s Business & Engagement Consultant. She is responsible for engaging OMBI Group with key markets as well as promoting company events and highlighting client accomplishments. In addition, Nicole is instrumental in partnering with like-minded corporations whose strategies align with OMBI Group especially in the area of Philanthropy.
No stranger to consulting, Nicole is Founder and CEO of NBT Consulting Group, LLC, which is a solutions-based consulting firm that provides advice to clients in the areas of business growth and process improvement. Additionally, she is a graduate of Michigan State University where she received a BA in Material and Logistics Management.
She has worked 15+ years in Corporate America where she held many roles including Purchasing, Customer Service (Subject Matter Expert/Lead), Materials Management, Product Marketing Specialist and Supply Chain Specialist.
Nicole grew up watching and playing sports and feels strongly that ALL children should have the opportunity to become part of a team. Tate is a member of and has served as the Regional Technology Chair/National Technology Committee for the MidWestern Region of Jack and Jill of America, Incorporated. She is also a member of Delta Sigma Theta Sorority, Incorporated. Nicole's love of sports and philanthropy provided a win-win situation at OMBI Group. It is the intersection where “PASSION collided with PURPOSE” and the rest is “Her-story
Danielle Berman has dedicated her career to helping athletes understand their full potential. She believes that athletes should be supported as individuals with unique skills, passions and interests rather than a cog in the sports industry machine.
That's why she founded Tackle What’s Next, where she serves as CEO, to provide athletes with the structure, community and accountability they need to be successful in all aspects of life after the game. Tackle What’s Next aims to provide athletes with a safe space to discuss the challenges and opportunities that come with transitioning out of sport, plus share important resources that can help. Danielle is a super connector and finds so much joy in connecting people to the contacts and resources they need to reach their goals.
Athletes also do so much great work in the community, and it inspires her to see the good that so many athletes continue to create. Danielle works to further educate athletes and nonprofits on the best ways to work together to create social impact. Rather than recreating the wheel or competing against like-minded initiatives, she encourages athletes and nonprofits to work together and bridge the gap between sports and philanthropy to create sustainable community impact.
Danielle has worked with both current and former college and pro athletes for nearly a decade and is passionate about helping every one of them achieve their goals outside of sport.