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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

Ruben Vilorio

Associate 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

Matthew Rigby

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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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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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

Ruben Vilorio

Associate Advisor

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Matthew Rigby

Matthew Rigby

Associate Advisor

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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

Joan DuQuette

Joan DuQuette

Ken DuQuette

Ken DuQuette

Karen Chatelain

Karen Chatelain

Krista Humphrey

Krista Humphrey

Lauren Giffin

Lauren Giffin

Katie Timothy

Katie Timothy

Becky Parkin

Becky Parkin

Lois Rigby

Lois Rigby

Joan DuQuette

Joan DuQuette

Karen Chatelain

Karen Chatelain

Lauren Giffin

Lauren Giffin

Becky Parkin

Becky Parkin

Ken DuQuette

Ken DuQuette

Krista Humphrey

Krista Humphrey

Katie Timothy

Katie Timothy

Lois Rigby

Lois Rigby

Are you on pace for retirement?

Are you on pace for retirement?