Orem, UT 462 E 800 N Office

Kenneth Bown is a CFP® with 21 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC. His prior experience includes roles at DFPG Investments, Inc. and LJCOOPER Capital Management, LLC. Outside of financial advising, he owns an accounting and tax services business. Diversify Wealth Management provides investment advisory and planning services to individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including mutual funds, private equity, and alternative investments, with both discretionary and non-discretionary management options.

Celeste Kennard is a financial advisor with Diversify Wealth Management, LLC and holds a Series 65 designation. She has six years of industry experience, having worked previously at FirstPurpose Wealth and Medicus Wealth Planning. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm manages approximately $4.1 billion in assets and uses a diversified investment approach incorporating both internal and third-party strategies across multiple platform options.

Derek Farley is a CFP® with five years of industry experience, currently serving as a financial advisor at Diversify Wealth Management, LLC. His prior roles include positions at FirstPurpose Wealth, Blue Barn Wealth, and LJCooper Wealth Advisors. Outside of advising, he is a content creator and editor for StockMotion, LLC, a company developing an educational app for students and young professionals. Diversify Wealth Management provides investment advisory and planning services to a broad client base including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers services such as financial planning, family office consulting, and portfolio management.

Taylor Olsen is a financial advisor at Diversify Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at FirstPurpose Wealth for nine years. Outside of his advisory role, Olsen is a tax manager and partner at FirstPurpose Tax, providing tax and accounting services to clients. Diversify Wealth Management offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and provides both discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

Alexander Haviland is a CFP® with 11 years of experience in financial advising. He is currently with Diversify Wealth Management, LLC and has previously worked at DFPG Investments, Inc. and LJCooper Capital Management. Outside of advising, he serves on the board of directors for NEXT STEP WAREHOUSES as a financial strategist and owns an accounting and tax services business. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm uses a tactical diversification and asset allocation approach employing multiple platform options and a broad range of investment instruments.

Alex Long is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC since 2024. He previously worked at DFPG Investments, Inc. and FirstPurpose Wealth. Outside of his advisory role, he owns and provides strategic planning for an accounting and tax services firm. Diversify Wealth Management, LLC offers investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs a tactical diversification approach across multiple platform options and investment instruments to meet client objectives.

Tyler Haskell is a CFP® professional with three years of experience in financial advising. He is currently with Diversify Wealth Management, LLC and previously worked at Diversify Advisory Services, LLC and DFPG Investments, LLC. In addition to his advisory role, he is an insurance agent specializing in fixed life and health products, primarily in the Medicare market. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, incorporating due diligence on third-party managers and offering both discretionary and non-discretionary management aligned with clients’ objectives.

Landon Wray is a financial advisor with Diversify Wealth Management, LLC in Orem, UT, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Diversify in 2024, he worked at FirstPurpose Wealth LLC for five years and has additional experience in other business sectors. Wray is also involved with Firstpurpose Tax, a separate tax preparation and planning service based in Orem. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, managing approximately $4.1 billion in assets. The firm uses a tactical diversification and asset allocation approach, offering a range of investment options and platforms through a multi-team advisory model.

Sarah Hindmarsh is a financial advisor at Diversify Wealth Management, LLC with four years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at DFPG Investments, LLC, FirstPurpose Wealth, Cbiz, Rockhouse Financial, and Utah Valley University. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification investment approach that includes a range of internal and third-party strategies across multiple platforms.

Brandon Hill is a financial advisor with Diversify Wealth Management, LLC in Orem, UT. He holds a Series 65 designation and has three years of industry experience. His prior work history includes roles at FirstPurpose Wealth, WCF, and FedEx Ground, as well as time spent in full-time education and extended travel. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to a diverse client base including individuals, high-net-worth clients, businesses, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification investment approach across multiple platforms and a broad range of investment instruments.

Adam Taylor is a CFP® with 30 years of industry experience, currently serving at Diversify Wealth Management, LLC. He has held roles at DFPG Investments, Inc. since 2011 and LJCOOPER Capital Management, LLC since 2008. Outside of his advisory work, Taylor is an independent insurance agent and a passive investor in several businesses including a tax services firm and real estate holdings. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, 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, utilizing a variety of internal and third-party strategies across multiple platform options.

Timothy Whipple is a CFP® with 29 years of experience in financial advising. He is currently with Diversify Wealth Management, LLC and has held roles at DFPG Investments, Inc., FirstPurpose Wealth, L J Cooper Capital Management, and Whipple Financial, Inc. Outside of advisory work, he serves as CFO of Brixton Partners, a company involved in subdividing and selling warehouse units, and sits on the boards of several charitable organizations including A Child's Hope Foundation and Lifting Hands International. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers both discretionary and non-discretionary management aligned with clients’ objectives and fiduciary standards.

Jason Mcmullin is a financial advisor with Diversify Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at DFPG Investments, Inc. since 2011 and LJCOOPER Capital Management, LLC since 2008. Outside of advisory roles, he serves as a tax advisor at FirstPurpose Tax, where he leads the tax department and provides tax consulting services. Diversify Wealth Management offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, incorporating due diligence on third-party managers and a mix of investment vehicles tailored to clients’ objectives and regulatory requirements.

Sam Deaver is a CFP® with 11 years of industry experience currently serving at Diversify Wealth Management, LLC. He has previously worked with DFPG Investments, Inc. and LJCooper Capital Management. Outside of advising, he produces media content for a mountain bike–focused YouTube channel and prepares tax returns for clients. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to a diverse client base including individuals, high-net-worth clients, businesses, and institutions. The firm manages approximately $4.1 billion in assets and employs tactical diversification and a mix of internal and third-party strategies across multiple platform options.

James Spainhower is a financial advisor at Diversify Wealth Management, LLC in Orem, UT, holding the ChFC® designation with 25 years of industry experience. He has been affiliated with DFPG Investments, Inc. since 2011 and FirstPurpose Wealth since 2008. Outside of advising, he manages Rising Sun Cattle Co., where he oversees finances, marketing, and breeding operations for wagyu and kobe-style beef. Diversify Wealth Management serves individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions with a tactically diversified investment approach. The firm offers financial planning, family office and corporate consulting, and portfolio management across multiple account types using a variety of investment vehicles and management platforms.