Diversify
Scott Carlson currently serves as the VP of Technology at Diversify, a position held since January 2024. Prior to this role, Scott spent over a decade at LJCooper Capital Management, beginning as a Paraplanner and advancing to Operations Manager, where responsibilities included designing efficient processes and training employees on CRM and portfolio management systems. Scott earned a Bachelor of Science degree in Personal Financial Planning from Utah Valley University between 2008 and 2014.
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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/).