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Our Professionals

Daniel J. Luke, CFP®

Dan Luke is co-founder and Chief Executive Officer at Diversify. In 2004, Mr. Luke, along with his business partner, Ryan Smith, founded Diversify and the Diversify group of companies (formerly known as Diversified Financial Planning, Inc.). For the past several years, Diversify has been recipients of MWCN Utah 100 award, which recognizes the 100 fastest growing companies in the state of Utah. In addition, Diversify is a three-time winner of the NABCAP Premier Advisor Award, which recognizes the top investment firms in the state of Utah.

In 2011, Mr. Luke co-founded DFPG Investments, Inc., a national FINRA member broker-dealer, for which he currently serves a General Securities Principal. He also serves on DFPG Investments’ investment committee, assisting the committee in research and analysis of a broad base of investment offerings.

For over a decade, Mr. Luke has been an Endorsed Local Provider (ELP) for New York Times best-selling author and nationally syndicated talk show host, Dave Ramsey. Mr. Luke is recognized for his in-depth knowledge of financial planning and has been asked to speak and present at dozens of Dave Ramsey’s Financial Peace University courses across the western United States, as well as other industry sponsored events. In addition, since 2005, Mr. Luke has been recommended by the Utah State Bar Association. Mr. Luke is also the co-host of Diversify Radio with Dan & Ryan, a weekly finance and investment radio talk show on 105.7 FM and 570 AM KNRS.

Mr. Luke has worked in finance and investments since 1993. Prior to founding Diversify, Mr. Luke worked in the banking industry, he spent three years with Zions Bank and two years with First Utah Bank. Mr. Luke is a principal mortgage broker and has been responsible for the oversight, origination and procurement of over $100 million of real estate loans.

Mr. Luke has a BA in Finance from the University of Utah. He and his wife have four children and currently reside in Sandy, Utah.

Licenses and Registrations:
Certified Financial Planner™
Series 7 General Securities Representative
Series 99 Operations Professional
Series 63 Uniform Securities License
Series 66 Registered Investment Advisor
Series 24 General Securities Principal
Principal Mortgage License
Life, Accident & Health, Disability, Property & Casualty, Variable Contracts

Ryan O. Smith

Ryan Smith is co-founder and President at Diversify. In 2004, Mr. Smith, along with his business partner, Dan Luke, founded Diversify and the Diversify group of companies (formerly known as Diversified Financial Planning, Inc.). For the past several years, Diversify has been recipients of MWCN Utah 100 award, which recognizes the 100 fastest growing companies in the state of Utah. In addition, Diversify is a three-time winner of the NABCAP Premier Advisor Award, which recognizes the top investment firms in the state of Utah.

In 2011, Mr. Smith co-founded DFPG Investments, Inc., a national FINRA member broker-dealer, for which he currently serves as President and Chief Compliance Officer. He also serves on DFPG Investments’ investment committee, assisting the committee in research and analysis of a broad base of investment offerings. Mr. Smith is an active member of the Real Estate Investment Securities Association (REISA), a national trade association providing direction to over 20,000 professionals who offer and manage alternative investments.

Mr. Smith was honored with Investment News' 2014 Forty Under 40, which recognizes the nation's top investment and financial professionals under 40 (read more here). In addition, Mr. Smith was featured in Utah Business Magazine as a recipient of the Utah Top Forty Under 40 Award, which recognizes the top executives in the state of Utah under the age of 40 and who have had a significant impact in Utah’s economy (read more here). He is an Endorsed Local Provider (ELP) for New York Times best-selling author and nationally syndicated talk show host, Dave Ramsey. Mr. Smith is also the co-host of Diversify Radio with Dan & Ryan, a weekly finance and investment radio talk show on 105.7 FM and 570 AM KNRS.

Mr. Smith has worked in the finance and investment industry since 2001. He has a unique expertise in securitized commercial real estate analysis and capital funding. Mr. Smith has served on multiple broker-dealer investment committees, one of which specialized in securitized commercial real estate offerings. This committee developed proprietary real estate due diligence models and has reviewed hundreds of commercial real estate offerings, including assets in office, retail, healthcare, multi-family, oil and gas, industrial, self-storage and more. These committees have been responsible for the review of nearly $5 billion worth of real estate assets.

Mr. Smith has a BS in Economics from the University of Utah. He and his wife have two children and currently reside in Cottonwood Heights, Utah.

Licenses and Registrations:
Series 7 General Securities Representative
Series 63 Uniform Securities License
Series 66 Registered Investment Advisor
Series 24 General Securities Principal
Series 99 Operations Professional
Life, Accident & Health, Disability, Property & Casualty, Variable Contracts

Mark Whitaker

Mark Whitaker is an Account Manager at Diversify. Prior to joining Diversify, Mr. Whitaker served in the Utah Army National Guard and spent time stationed in Afghanistan. While serving in the Armed Services, he conducted construction operations across both the eastern and southern regions of Afghanistan.

Mr. Whitaker is currently pursuing a BS in Financial Planning from Utah Valley University. He and his wife currently reside in Provo, Utah.

Licenses and Registrations:
Life, Accident & Health Insurance

Chris L. Cook

Chris Cook is a financial advisor at Diversify. Mr. Cook joined Diversify in 2009 and has worked in the investment and the insurance industry since 1998. Prior to joining Diversify, he worked at Charles Schwab and Fidelity Investments managing client portfolios as an Investment and Fixed Income Analyst. Mr. Cook has worked with hundreds of investors in developing financial plans and analyzing investment options. Mr. Cook is also an endorsed local provider (ELP) for New York Times best-selling author and nationally syndicated radio talk show host, Dave Ramsey.

Mr. Cook has a BS in Finance from Utah Valley University. He and his wife have four children and reside in Lehi, Utah.

Licenses and Registrations:
Series 7 General Securities Representative
Series 65 Uniform Securities License / Registered Investment Advisor
Life, Accident & Health, Disability, Variable Contracts

Travis Turley

Travis Turley is an Account Manager at Diversify. Prior to joining the operations division at Diversify in 2012, Mr. Turley was the principal broker for one of northern Utah’s largest property management firms. Mr. Turley has over a decade of experience in the investment industry, with emphasis in the acquisition and sale of investment real estate. Mr. Turley’s exemplary customer service provides a solid platform upon which Diversify retains its large client base.

Mr. Turley is the father of four children and currently resides in Holladay, Utah.

J.R. Broadbent

J. R. Broadbent is an investment professional at Diversify. Mr. Broadbent began his career in 1998 as a full-service financial advisor and, since 2001, has focused on investment real estate. He takes great care in his due diligence before making recommendations and he closely monitors the performance after closings. Mr. Broadbent has advised clients in the purchase of real estate investments at a value exceeding $250 million.

Mr. Broadbent has a BS in Finance from the University of Utah (Cum Laude). He and his wife have four daughters and current reside in Draper, Utah. Securities Licenses and Education:

Licenses and Registrations:
Series 7 General Securities Representative
Series 63 Uniform Securities License
Series 24 General Securities Principal
Utah Real Estate License

Richard Morris, MBA

Rick Morris is the Director of Insurance Sales at Diversify Insurance. Mr. Morris helped create the Property & Casualty division of Diversify Insurance, one of the leading auto and home insurance producers in the State of Utah. Mr. Morris is the endorsed local provider (ELP) for auto and home insurance for the New York Times best-selling author and nationally syndicated talk show host Dave Ramsey.

Prior to joining Diversify, Mr. Morris worked in the insurance and finance industry in many locations throughout the world, including: Dallas, Texas; Detroit, Michigan; Sydney, Australia; Seattle, Washington; and Salt Lake City, Utah. Mr. Morris’s extensive finance experience, coupled with his insurance expertise, allows him to provide a comprehensive review and analysis of his client’s risk management and asset protection needs.

Mr. Morris has a BS in Finance from Brigham Young University and an MBA from the University of Utah. He and his wife have four children, and four step-children, and currently reside in Cottonwood Heights, Utah.

Licenses:
Life, Accident & Health, Property & Casualty

Jeffrey P. Elliott

Jeff Elliott is a financial advisor at Diversify. Mr. Elliott provides comprehensive financial planning and a unique focus in retirement planning and real estate investing. Prior to joining Diversify, Mr. Elliott worked as a commercial airline pilot. Mr. Elliott enjoys using his skills as an experienced pilot and flight instructor to teach and guide his clients. In addition, Mr. Elliott is an active coordinator of Dave Ramsey’s Financial Peace University events.

Mr. Elliott has a BA in Journalism from Texas State University. He and his wife currently reside in Park City, Utah.

Licenses and Registrations:
Series 7 General Securities Representative
Series 63 Uniform Securities License
Series 65 Uniform Securities License / Registered Investment Advisor
Life, Accident & Health, Variable Contracts

Michelle B. Carter

Michelle Carter is Senior Account Manager at Diversify. Mrs. Carter has worked in the finance and investment industry since 2002. Mrs. Carter is one of Diversify’s original team members and has served in many different capacities, including loan processing, account management, and operations management. Mrs. Carter has played a pivotal role in the design, development and growth of Diversify’s operations, insurance, administrative, and investment divisions.

Mrs. Carter and her husband have two children and currently reside in Cedar Hills, Utah.

Licenses and Registrations:
Series 7 General Securities Representatives
Series 63 Uniform Securities License
Life, Accident & Health, Disability

Shelley Smith

Shelley Smith is an executive assistant at Diversify. Ms. Smith is responsible for the day-to-day operations and administrative duties at Diversify. Since joining Diversify in 2009, Ms. Smith has worked in nearly every key facet of our company, such as account management, operations and scheduling. Prior to joining Diversify, Ms. Smith spent over 20 years in management at multiple national and local companies.

Ms. Smith has four children and nine grandchildren and currently resides in Riverton, Utah.

Nick Hansen, MBA

Nick Hansen is Vice President of Business Development at Diversify. He is also the host of Diversify’s weekly radio show, Diversify Radio with Dan & Ryan. Prior to joining Diversify, Mr. Hansen worked in sales and business development for KONE, a global leader in the elevator and escalator industry. In addition, Mr. Hansen spent nearly a decade in commercial real estate as an asset manager for two of the largest commercial real estate firms in Utah, Woodbury Corporation and UTPMA (formerly City Creek Reserve, Inc.).

Mr. Hansen has a BA in English from the University of Utah and an MBA from Westminster College. He and his wife have two children and currently reside in Holladay, Utah.

Angela Hunt

Angela Hunt is an account manager at Diversify’s Idaho offices. Prior to joining Diversify, Mrs. Hunt worked in the healthcare industry and also spent time working as an interpreter for the deaf. She has a BS in Health Sciences with an emphasis in public health from BYU.

Mrs. Hunt and her husband have five children and currently reside in Rexburg, Idaho.  

 

Christopher L. Webb, MBA

Chris Webb is a financial advisor at Diversify. Mr. Webb has worked in the investment and insurance industry since 2009. Prior to joining Diversify, Mr. Webb was a top-performing consultant for Silicon Graphics, Inc. based in Mountain View, California. He is currently the President and CEO of Visionworx, LLC and has leveraged his professional experience to provide financial education to small- and medium-sized businesses.

Mr. Webb has a BA in American Studies and an MBA from Brigham Young University. He and his wife have four children and currently reside in Salt Lake City, Utah.

Licenses and Registrations:
Series 7 General Securities Representative
Series 65 Uniform Securities License / Registered Investment Advisor
Life, Accident & Health, Disability, Variable Contracts

Robert Fillmore

Rob Fillmore is a financial advisor at Diversify. Mr. Fillmore provides comprehensive financial planning and a unique focus on retirement planning and real estate investing, complementing his personal experience in both owning and managing investment real estate. Prior to joining Diversify, Mr. Fillmore was a professional golfer. He was an All-American at BYU in 2010 and placed 18th in the 2010 NCAA Championships. The unique focus, determination and work ethic that led to Mr. Fillmore’s success as a professional golfer have seamlessly transferred into his work as an advisor at Diversify.

Mr. Fillmore has a BS in Management from Brigham Young University. He and his wife have one child and currently reside in Lehi, Utah.

Licenses and Registrations:
Series 7 General Securities Representative
Series 66 Registered Investment Advisor
Life, Variable Contracts
Utah Real Estate License

Will Snider

Will Snider is an Operations Manager at Diversify. Prior to joining Diversify, Mr. Snider served in the Utah Army National Guard, during which time he was deployed to the Middle East and earned the rank of Staff Sergeant. Mr. Snider has spent time working in public policy, both in Utah and Washington, DC.

Mr. Snider completed his BS in International Relations from Brigham Young University. He and his wife have two kids and currently reside in Provo, Utah.

Licenses and Registrations:
Series 7 General Securities Representative
Life, Accident & Health Insurance

Tyler Fagergren

Tyler Fagergren is an Account Manager at Diversify. Prior to joining the operations division at Diversify, Mr. Fagergren was a registered representative for a national brokerage firm. He has over a decade of experience in the financial industry, having spent much of that time working with high net worth clients and active traders.

Mr. Fagergren has a BS in Finance from the University of Phoenix. He and his wife have three children and currently reside in Holladay, Utah.

Licenses and Registrations:
Series 7 General Securities Representative
Series 63 Uniform Securities License
Life, Accident & Health Insurance

Karen Chatelain

Karen Chatelain is an Account Manager at Diversify. Prior to joining the operations division at Diversify, Mrs. Chatelain managed the Salt Lake County Recorder’s office. During her time with Salt Lake County, she managed the property records database for the entire Salt Lake County area. Mrs. Chatelain’s extensive work experience in organization, attention to detail and team management make her a valuable member of the operations team.

Mrs. Chatelain and her husband have three children and currently reside in Taylorsville, Utah.

Tonya Magonigal

Tonya Magonigal is the receptionist at Diversify. Mrs. Magonigal joined Diversify in 2014. Mrs. Magonigal and her husband are active coordinators and participants in Dave Ramsey’s Financial Peace University courses.

Mrs. Magonigal and her husband have three children and currently reside in Herriman, Utah.

Becky Parkin

Becky Parkin is an Account Manager at Diversify. Prior to joining Diversify, Mrs. Parkin owned and operated her own small business for 16 years. She has extensive experience interfacing with clients and fostering a positive work environment.

Mrs. Parkin has a BA in Education from Utah State University, a BS in Business from Western Governors University, and is currently working toward her MBA in Business Management and Strategy from Western Governors University.

She and her husband have three children and currently reside in West Jordan, Utah.

Steve Wilson

Steve Wilson is Director of Health Insurance at Diversify Insurance. Prior to joining Diversify, Mr. Wilson enjoyed successful careers in areas of law enforcement and the automotive industry. He is also an Endorsed Local Provider (ELP) for health insurance for the best-selling author and nationally syndicated talk show host, Dave Ramsey.

Mr. Wilson has a BA in Finance and Economics from Utah State University. He and his wife have two children and currently reside in Lehi, Utah.

Licenses and Registrations:
Life, Accident & Health Insurance

Diversify, Inc. is a branch office of DFPG Investments, Inc. Securities offered through DFPG Investments, Inc. Member FINRA/SiPC. Investment advisory services offered through Diversify Wealth Management, Inc. Insurances offered through Diversify Insurance, Inc.

This is neither an offer to sell nor a solicitation of an offer to buy securities. The information on this site alone, should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment.

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