Diversify Employee Directory

Financial ServicesUnited States51-200 Employees

Diversify, Inc., and the Diversify group of companies, provide investment, wealth management and insurance services to clients located throughout the western United States. Founded in 2004 by Daniel J. Luke and Ryan O. Smith, Diversify, Inc. offers a personal, independent and diversified approach to financial planning and investment strategy. Diversify, Inc. is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc., a SEC registered investment advisor. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Insurance offered through Diversify Insurance, Inc. Social Media Disclosures: http://www.dfpg.com/social-media/ Check the background of this firm on FINRA's BrokerCheck (http://brokercheck.finra.org/).

Find Diversify employees' phone numbers or email addresses

Diversify Global Highlights

Location
Employees

North America
74

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  • United States Of America
    74

Asia
2

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  • Bahrain
    1
  • Philippines
    1

Europe
1

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  • Norway
    1

Diversify's Leadership

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    B. K.
    Chief Financial & Information Officer
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    B. G.
    Chief Technology Officer
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  • Stylized image of a person
    D. L.
    Chief Investment Officer
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    J. B.
    Head Of Partnerships
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    D. L.
    Co-Founder, Wealth Advisor, Cfp®
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    J. N.
    Owner
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    M. G.
    Director Of Information Systems
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  • Stylized image of a person
    S. W.
    Director
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Contact profiles from Diversify

Name
Title
Contact Info
Location
Last Update
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    K. C.
    Client Services Manager
    Phone icon
    United StatesUtah
    Oct 20, 2025
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    H. W.
    Client Services Manager
    Phone icon
    United StatesUtah
    Sep 10, 2025
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    A. B.
    Account Manager
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    Oct 22, 2024
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    B. P.
    Account Manager
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    UNITED STATES
    Oct 22, 2024
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    B. T.
    Client Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    K. S.
    Account Manager
    Phone icon
    United StatesUtah
    Sep 16, 2024
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    P. B.
    Senior Financial Advisor
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    United StatesDistrict of Columbia
    Nov 11, 2025
  • Stylized image of a person
    C. W.
    Senior Trader
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    United StatesUtah
    Nov 10, 2025
  • Stylized image of a person
    J. D. C.
    Principal
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    Oct 17, 2024
  • Stylized image of a person
    A. H.
    Alternative Investment Analyst
    Phone icon
    United StatesUtah
    Aug 07, 2025

Frequently Asked Questions

What is Diversify known for?

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Diversify was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 9017 South Riverside Drive., Sandy, Utah 84070, US; you can contact the main corporate office by phone at . Explore Diversify's company overview page for more information.

What is Diversify's most common email format?

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Diversify employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Diversify email formats with LeadIQ.

How many employees does Diversify have currently?

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Diversify has approximately 62 employees as of October 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Diversify's key employees and leadership?

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As of October 2025, Diversify's key employees include:

  • Chief Financial & Information Officer: B. K.
  • Chief Technology Officer: B. G.
  • Chief Investment Officer: D. L.
  • Head Of Partnerships: J. B.
  • Co-Founder, Wealth Advisor, Cfp®: D. L.

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