Orem, UT 980 East 800 North Office

Eliza Campbell is a financial advisor at Diversify Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Caliber Wealth Management, Dakota Wealth Management, and held academic roles at Brigham Young University and Harvard Business School. Diversify Wealth Management provides 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 and offers a range of services including financial planning, family office consulting, and portfolio management across multiple account types.

Madison Forrest is a Series 65-licensed financial advisor with six years of industry experience. They are currently with Diversify Wealth Management, LLC and have prior experience at Caliber Wealth Management, BOSS Retirement Solutions, Vox Fulfillment, and Northwestern Mutual. Madison is also co-owner of Rooftop Christmas Lights LLC, a seasonal business based in American Fork, UT. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions by providing 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 and asset allocation approach using a wide range of investment instruments and platform options.

Todd Nuttall is a financial advisor at Diversify Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DFPG Investments, Inc. and Caliber Wealth Management, LLC. Outside of his advisory work, he is a partner in holding companies involved in various business ventures, including CrossFit and wealth management. Diversify Wealth Management serves a diverse client base ranging from individuals to institutions, offering financial planning, family office, and corporate consulting services. The firm employs a tactically diversified investment approach across multiple platforms, incorporating both traditional and alternative investment strategies.

David Gardner is a financial advisor at Diversify Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and is also the managing partner of Caliber Wealth Management. Outside of his advisory roles, Gardner serves as president of 112 Ventures, a bookkeeping and tax planning business. 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, including advisor-managed and curated models, and incorporates both liquid and illiquid investments aligned with clients’ objectives.