Diversify
Karen Chatelain has extensive experience in account management and client relations, currently serving as an Account Manager at Diversify, Inc. since February 2014. Prior to this, Karen worked at Salt Lake County for over 15 years, where roles included Aerobics Instructor and Land Records Supervisor. Karen holds educational credentials from the University of Utah and Salt Lake Community College.
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Diversify
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/).