Our Vision

From inception, the Diversify vision has remained unwavering, driving our commitment to innovation and excellence. We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve investors effectively.

Founded and operated by seasoned advisors, the Diversify leadership team identified notable inefficiencies in the financial services and wealth management industry. Diversify was carefully crafted to address these inefficiencies and facilitate transformative growth for our valued advisor partners.

We firmly believe that the opportunities within the wealth management industry have never been greater, and we intend to pursue those opportunities alongside our advisor partners in improving the outcomes and experience of our valued investors.

Alternative Investments

For nearly two decades, the leadership team at Diversify has been at the forefront of the alternative investment industry. In 2011, the Diversify founders launched DFPG Investments (“DFPG”), a broker dealer with a specialization in alternative investment solutions. These solutions encompass real estate, private equity, private credit, structured notes, and more. DFPG’s CEO, Mike Bendix, served as the President of the Alternative & Direct Investment and Securities Association (“ADISA”), one of the nation’s largest trade associations dedicated to alternative investments. ADISA awarded DFPG, and certain members of its leadership, prestigious accolades such as the ACE Award, President’s Award, and Distinguished Service Award, in recognition of their leadership within the alternative investment industry.

Alternative investments can play a crucial role in building well-rounded investment portfolios. While they may offer strategic advantages, they also come with inherent risks. To effectively participate in the offering of alternative investments, advisors must have access to top-tier education, resources, and expertise. They must understand the intricacies of the products they offer, grasp the potential risks associated with these offerings, and be able to assess how these products may align with an investor’s portfolio. Drawing from their extensive experience, educational initiatives, and industry leadership, Diversify have built a team and a culture that is dedicated to delivering this critical level of support.

Meet the Team

Ryan Smith, CRCP®

Co-Founder & Chief Executive Officer

View Bio

Mike Bendix

Co-Founder & Chief Executive Officer (DFPG Investments)

View Bio

Dave Laga

Co-Founder & President

View Bio

Stuart Matheson

Chief Strategy Officer

View Bio

David Wrigley, CFA®, CAIA®

Chief Investment Officer

View Bio

Janice Powell

Chief Compliance Officer (RIA)

View Bio

Brad Anderson, CRCP®

Chief Operating Officer

View Bio

Kevin Bendix

Chief Legal Officer

View Bio

Cassie Whitlock

Chief People Officer

View Bio

Bryant Armstrong

Chief Financial Officer

View Bio

Daniel Luke, CFP®

Co-Founder & Board Member

View Bio

Todd Nuttall

Partner & Board Member

View Bio

Tim Whipple CFP®, CPWA®, EA

Partner & Board Member

View Bio

Dave Gardner, AIF®

Partner & Advisory Board- Corporate Retirement Plans

View Bio

Ken Bown, CFP®, MBA, CPWA®

Partner & Advisory Board- Family Office

View Bio
Cole Einerson CFA®, CFP®

Cole Einerson CFA®, CFP®

Portfolio Manager

Natina Edgar

Natina Edgar

Managing Director - Integration & Transition

Daniel Teague

Daniel Teague

Senior Vice President - Advisor Solutions

Jina Horton

Jina Horton

Vice President - Business Development

Meg Petersen

Meg Peterson

Vice President - Operations

Scott Carlson

Scott Carlson

Vice President - Technology

Trevor Lambert

Trevor Lambert

Director of FinTech

Jason Anderson

Jason Anderson

Managing Director - Supervision

Eric Voegeli

Eric Voegeli

Supervision Analyst

Bracken Larsen

Bracken Larsen

Senior Operations Specialist

Brayden Evans

Brayden Evans

Head of Operations

Becky Winters

Becky Winters

Head of Accounting

Preston Fillmore

Operations Specialist

LeAnn Maybe

LeAnn Mabey

Operations Specialist

Jaxon Harrop

Jaxon Harrop

Senior Investment Analyst

Colten Winchester

Colten Winchester

Senior Trader

Jackson Larson

Jackson Larson

Trader

Mike McCabe

Mike McCabe

Investment Data Analyst

Lupe Fungalei

Lupe Fungalei

Compliance Analyst

Mohsen Mortazavi

Mohsen Mortazavi

Senior Information Systems Specialist

Peter Santamaria

Peter Santamaria

Information Systems Associate

Jon Edmonds

Jon Edmonds

Information Systems Specialist

Start a Conversation

We look forward to telling you more.

Call (801) 838-9999 or Send an Email Below