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News & Awards

News & Awards

An Industry Leader

Diversify is proud to be continually recognized as an industry leader in the financial services industry. The entire team at Diversify works to exemplify high standards of professionalism and expertise, while striving to maintain an independent and unbiased investment and planning philosophy.

FPA President

The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. FPA’s One Connection™ for professional development, business success, advocacy and community at the national and chapter levels is truly indispensable in the advancement of today’s CFP® professionals.

Diversify co-founder and CEO, Dan Luke, is the 2018 President of the Utah Chapter of the FPA. Jenie Connors, senior advisor at Diversify, sits on the Board of Directors for the Utah Chapter and is the 2018 President Elect. Diversify is committed to making a difference in the financial services industry as we seek improve the quality of advice, standards and service that financial professionals provide to investors.

MWCN Utah 100 Award

Diversify Inc., is a five-time recipient of the MWCN Utah 100 award. The Utah 100 is built from companies and businesses throughout the state of Utah, numerous industries and practices, and represents the 100 fastest growing companies in the state. These companies lead the way in their business innovation, showcasing Utah as a business-friendly state.

Investment News 40 Under 40

In 2014, Diversify’s president and co-founder Ryan Smith was selected as one of the nation’s top finance and investment professionals by the highly esteemed InvestmentNews. Ryan was one of eight nominees to be recognized for his entrepreneurial accomplishments.

Utah Business Magazine Article

In the October 2014 issue of Utah Business Magazine, Diversify was featured in an article entitled “How Diversify is Making a Difference”. The article highlights the evolution of Diversify and some of the key factors that differentiate Diversify from other investment firms.

2017 ADISA President’s Award

Diversify founders Ryan Smith and Dan Luke co-own DFPG Investments, Inc. an investment broker dealer and investment advisor firm that provides the alternative investment platform available to clients of Diversify. ADISA is a national trade association of 30,000 professionals involved in alternative investments. In 2017, DFPG Investments was awarded the President’s Award, which is “given to an individual or organization that has made outstanding contributions in their chosen field, in service in local, state or national affairs, or in support of the advancement of continued excellence of ADISA”

Certified Regulatory and Compliance Professional (CRCP®)

In 2014, Ryan Smith was one of only three recipients in the country to receive a scholarship into the FINRA Institute at Wharton’s prestigious Certified Regulatory and Compliance Professional (CRCP) program. This program, provided by the Wharton School at the University of Pennsylvania, provides word-class training and education regarding securities law, regulation and compliance. The CRCP designation is considered one of the highest compliance designations for financial services professionals.

Jenie Connors In the News

Jenie Connors, Senior Advisor at Diversify, was featured in articles at Think Advisor as well as Utah Valley University. The articles feature Ms. Connors’ unique and inspiring journey to becoming a financial advisor and impacting the lives of thousands of individuals and families.

Utah Business Forty Under 40

Ryan Smith, co-founder and President at Diversify, was featured in Utah Business Magazine as a recipient of the 2013 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.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation. Ratings, rankings, and recognition are generally based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of inclusion of the named awards or lists.

Are you on pace for retirement?

Are you on pace for retirement?