South Jordan, UT Office

Uma Khandkar is a financial advisor at Diversify Wealth Management, LLC with five years of industry experience. Prior to joining Diversify in 2026, she worked at Fidelity Investments for six years and has a background in real estate as a realtor. She is a partner in a real estate-related business. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, offering investment management, financial planning, and fiduciary services through a team of more than 50 advisors. The firm emphasizes tactical diversification and asset allocation using a variety of investment strategies and platforms.

Michael Mc Cabe is a CFP® professional with four years of industry experience, currently affiliated with Diversify Wealth Management, LLC. His prior roles include positions at DFPG Investments, LLC, Fox & Company Wealth Management, and Capita Financial Network. Outside of his advisory work, he also works as a delivery driver for UberEats and Grubhub. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, and institutions, offering investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services. The firm employs a tactical diversification approach using a variety of internal and third-party strategies across multiple platform options.

Stacey Banks is a financial advisor at Diversify Wealth Management, LLC with one year of industry experience. Prior to joining Diversify, she worked for Kohl's Inc. for 21 years. She holds Series 65 and Series 63 licenses. Diversify Wealth Management 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 across multiple investment platforms and strategies.

Nathan Huntsman is a financial advisor at Diversify Wealth Management, LLC with four years of industry experience. He has held prior roles at Utah Valley University, Walmart, the Church of Jesus Christ of Latter Day Saints, and Simpalo Snacks. Huntsman holds Series 63 and Series 65 licenses. 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 investment approach using both internal and third-party strategies across various account platforms.

Kye Moser is a financial advisor at Diversify Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at DFPG Investments, LLC since 2019, following multiple roles at E*TRADE Capital Management and E*TRADE Securities from 2014 to 2021. 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 across various platforms, incorporating due diligence on third-party managers and a mix of traditional and alternative investment vehicles.

Colton Jensen is a financial advisor at Diversify Wealth Management, LLC with nine years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at DFPG Investments and Fidelity. Outside of advising, he serves in the US Army National Guard and is involved in an aviation leasing business, JC Aviation LLC. 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 employs a tactical diversification and asset allocation investment approach, utilizing a variety of instruments and multiple platform options across more than 50 investment adviser representatives.

Christopher Cook is a financial advisor at Diversify Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Diversify Wealth Management since 2024, with prior roles at Dfpg Investments, Inc. and Diversify, Inc. Outside of advisory work, he serves as a director for The Emily Cook Dyches Memorial Foundation, a nonprofit assisting women with perinatal mood disorders. 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 third-party models, offering discretionary and non-discretionary management aligned with client objectives and fiduciary requirements.

Gregory Caldwell Jr. is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with Diversify Wealth Management, LLC and has held prior roles at DFPG Investments, Inc. and LJCooper Capital Management. Outside of financial advising, he manages Critter's Custom Creations, LLC, a business that produces and sells art including T-shirts, metal work, and epoxy art. 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, and institutions. The firm manages approximately $4.1 billion in assets and offers a tactical diversification approach using a range of internal and third-party strategies across multiple platform options.

Joseph Broadbent is a financial advisor at Diversify Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Diversify Wealth Management since 2024 and Dfpg Investments, Inc. since 2011. Outside of advisory work, he is involved in real estate sales and marketing activities and manages developer and investor relationships through related business entities. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, offering investment management, financial planning, and fiduciary services. The firm employs a tactical diversification and asset allocation approach across multiple platform options and a broad range of investment instruments.

Ma Kenzie Losee is an advisor at Diversify Wealth Management, LLC with Series 65 and Series 63 credentials. She has been with the firm since 2025 and has prior experience running K-Lo Studio from 2022 to 2024. 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 institutions. The firm manages approximately $4.1 billion in assets and employs a team-based investment approach emphasizing tactical diversification and asset allocation across a range of instruments and platform options.