Meet the Team

Meet the Team

Our Professionals

The Diversify team is a dedicated group of financial services and investment professionals that seek to deepen The Diversify Difference through their unique experience, expertise, and commitment to creating and delivering value for clients.

Wealth Advisory Team

Daniel J. Luke, CFP®

Daniel J. Luke, CFP®

Co-Founder & Chief Executive Officer

JR Broadbent

JR Broadbent

Real Estate Specialist

Ruben Vilorio, CFP®

Ruben Vilorio, CFP®

Financial Advisor

Ryan O. Smith, CRCP®

Ryan O. Smith, CRCP®

Co-Founder & President

Tyler Fagergren

Tyler Fagergren

Financial Advisor

Matthew Rigby, AIF®

Matthew Rigby, AIF®

Financial Advisor

Chris L. Cook

Chris L. Cook

Partner, Financial Advisor

Krista Baker, CFP®, MBA, CPA

Krista Baker, CFP®, MBA, CPA

Financial Advisor

Colton Jensen

Colton Jensen

Financial Advisor

Jenie Connors, CFP®

Jenie Connors, CFP®

Financial Advisor

Mark Gilbert, CFP®, CPA

Mark Gilbert, CFP®, CPA

Financial Advisor

Kye Moser, CEP

Kye Moser, CEP

Financial Advisor

Daniel J. Luke, CFP®

Daniel J. Luke, CFP®

Co-Founder & Chief Executive Officer

Ryan O. Smith, CRCP®

Ryan O. Smith, CRCP®

Co-Founder & President

Christopher L. Cook

Christopher L. Cook

Partner, Financial Advisor

Jenie Connors, CFP®

Jenie Connors, CFP®

Financial Advisor

JR Broadbent

JR Broadbent

Real Estate Specialist

Tyler Fagergren

Tyler Fagergren

Financial Advisor

Krista Baker, CFP®, MBA, CPA

Krista Baker, CFP®, MBA, CPA

Financial Advisor

Mark Gilbert, CFP®, CPA

Mark Gilbert, CFP®, CPA

Financial Advisor

Ruben Vilorio, CFP®

Ruben Vilorio, CFP®

Financial Advisor

Matthew Rigby, AIF®

Matthew Rigby, AIF®

Financial Advisor

Colton Jensen

Colton Jensen

Financial Advisor

Kye Moser

Kye Moser

Financial Advisor

Insurance/Risk Management Specialists

Rick Morris, MBA

Rick Morris, MBA

Director of Auto and Home Insurance

Amy Anderson

Amy Anderson

Auto and Home Insurance Producer

Steve Wilson

Steve Wilson

Director of Health Insurance

Charmain Morris

Charmain Morris

Auto and Home Client Service Manager

Dia Fuller

Dia Fuller

Health Insurance Specialist

Jessica Herbert

Jessica Herbert

Auto and Home Insurance Producer

Operations and Client Service Team

Karen Chatelain

Karen Chatelain

Senior Account Manager

Savanna Seaman

Savanna Seaman

Account Manager

Starr Fagergren

Starr Fagergren

Scheduling Specialist

Lauren Giffin

Lauren Giffin

Senior Account Manager

Abigail Buzzell

Abigail Buzzell

Account Manager

LeAnn Mabey

LeAnn Mabey

Account Manager

Becky Parkin

Becky Parkin

Processor

Jon Edmonds

Jon Edmonds

Account Manager

Leona Dave

Leona Dave

Processor

Karen Chatelain

Karen Chatelain

Senior Account Manager

Lauren Giffin

Lauren Giffin

Senior Account Manager

LeAnn Mabey

LeAnn Mabey

Account Manager

Jon Edmonds

Jon Edmonds

Account Manager

Savanna Seaman

Savanna Seaman

Account Manager

Abigail Buzzell

Abigail Buzzell

Account Manager

Becky Parkin

Becky Parkin

Processor

Leona Dave

Leona Dave

Processor

Starr Fagergren

Starr Fagergren

Scheduling Specialist

Are you on pace for retirement?

Are you on pace for retirement?