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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

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JR Broadbent

JR Broadbent

Real Estate Specialist

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Ruben Vilorio, CFP®

Ruben Vilorio, CFP®

Senior Advisor

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Ryan O. Smith, CRCP®

Ryan O. Smith, CRCP®

Co-Founder & President

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Tyler Fagergren

Tyler Fagergren

Senior Advisor

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Matthew Rigby, AIF®

Matthew Rigby, AIF®

Associate Advisor

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Chris L. Cook

Chris L. Cook

Partner, Senior Advisor

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Krista Baker, CFP®, MBA, CPA

Krista Baker, CFP®, MBA, CPA

Senior Advisor

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Colton Jensen

Colton Jensen

Associate Advisor

Jenie Connors, CFP®

Jenie Connors, CFP®

Senior Advisor

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Mark Gilbert, CFP®, CPA

Mark Gilbert, CFP®, CPA

Senior Advisor

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Marcus Blanchard

Marcus Blanchard

Associate Advisor

Daniel J. Luke, CFP®

Daniel J. Luke, CFP®

Co-Founder & Chief Executive Officer

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Ryan O. Smith, CRCP®

Ryan O. Smith, CRCP®

Co-Founder & President

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Christopher L. Cook

Christopher L. Cook

Partner, Senior Advisor

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Jenie Connors, CFP®

Jenie Connors, CFP®

Senior Advisor

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JR Broadbent

JR Broadbent

Real Estate Specialist

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Tyler Fagergren

Tyler Fagergren

Senior Advisor

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Krista Baker, CFP®, MBA, CPA

Krista Baker, CFP®, MBA, CPA

Senior Advisor

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Mark Gilbert, CFP®, CPA

Mark Gilbert, CFP®, CPA

Senior Advisor

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Ruben Vilorio, CFP®

Ruben Vilorio, CFP®

Associate Advisor

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Matthew Rigby, AIF®

Matthew Rigby, AIF®

Associate Advisor

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Colton Jensen

Colton Jensen

Associate Advisor

Marcus Blanchard

Marcus Blanchard

Associate Advisor

Insurance/Risk Management Specialists

Rick Morris, MBA

Rick Morris, MBA

Director of Auto and Home Insurance

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Steve Wilson

Steve Wilson

Director of Health Insurance

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RaDene Smith

RaDene Smith

Health Insurance Specialist

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Jessica Herbert

Jessica Herbert

Client Service Manager

Operations and Client Service Team

Karen Chatelain

Karen Chatelain

Senior Account Manager

Sarah Gardner

Sarah Gardner

Account Manager

Mikaela Evans

Mikaela Evans

Administrative Assistant

Lauren Giffin

Lauren Giffin

Senior Account Manager

Serena Woodhouse

Serena Woodhouse

Account Manager

Lois Rigby

Lois Rigby

Account Maintenance

Krista Humphrey

Krista Humphrey

Account Manager

Cody Christensen

Cody Christensen

Processor

LeAnn Mabey

LeAnn Mabey

Processor

Taylor Powell

Taylor Powell

Account Manager

Becky Parkin

Becky Parkin

Processor

Karen Chatelain

Karen Chatelain

Lauren Giffin

Lauren Giffin

Krista Humphrey

Krista Humphrey

Taylor Powell

Taylor Powell

LeAnn Mabey

LeAnn Mabey

Lois Rigby

Lois Rigby

Becky Parkin

Becky Parkin

Processor

Cody Christensen

Cody Christensen

Processor

Serena Woodhouse

Serena Woodhouse

Account Manager

Sarah Gardner

Sarah Gardner

Account Manager

Mikaela Evans

Mikaela Evans

Administrative Assistant

Are you on pace for retirement?

Are you on pace for retirement?