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Trevin K
Series 65
Orem, UT
Diversify Wealth Management, LLC
Trevin Knell is an advisor at Diversify Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he was a collegiate athlete at BYU for seven years and completed a two-year LDS mission. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, offering investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services. The firm manages approximately $4.1 billion in assets and employs a tactical diversification investment approach using a mix of internal and third-party strategies.
Robin A
Series 65
Sandy, UT
Diversify Wealth Management, LLC
Robin Andersen is a Series 65-registered financial advisor with five years of industry experience, currently with Diversify Wealth Management, LLC. His prior roles include positions at Diversify Advisory Services, DFPG Investments, TownSquare Capital, Smart Financial, and Creative Financial Services. Outside of advisory work, he is involved as a coach and camp director for a youth football camp and serves as chapter president of the American Financial Education Alliance in Utah. Diversify Wealth Management, LLC provides investment management, financial planning, and family office services to individuals, high-net-worth clients, businesses, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification approach across a variety of investment platforms and instruments.
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