SANDY,
Utah, Aug. 6, 2024 /PRNewswire/ -- Diversify
Advisor Network ("Diversify"), the advisor-founded and advisor-led
wealth management firm, announced the appointments of Jordan Hammer as VP of Advisor Solutions and
Trevor Lambert as Director of
FinTech.
"We are dedicated to delivering exceptional support and
continuous innovative solutions to our team of advisors," said
Dave Laga, President of Diversify.
"The addition of Jordan Hammer and
Trevor Lambert to our team
demonstrates this commitment, and we are excited to welcome such
talented individuals."
Hammer joins Diversify after an eight-year tenure at John
Hancock, where he served as VP, Regional Business Consultant in the
Dallas/Fort Worth region. As VP of
Advisor Solutions, Hammer will partner directly with Diversify
advisors to capitalize on organic growth opportunities and enhance
client experiences. Hammer holds a Bachelor of Science in Finance
from Brigham Young University, and a
CEPA designation.
"My family and I are thrilled to join the team at Diversify. The
leadership, culture, and direction of the firm made it an easy
choice for our future. For the last 10 years of my career, I have
focused on helping financial advisors create better outcomes for
their clients and maximize their business. I am excited and looking
forward to being a part of the incredible growth and trajectory of
Diversify," said Hammer.
Mr. Lambert joins Diversify with over nine years of experience
and industry knowledge gained at Orion Advisor Technology. Lambert
began his career on the Data Reconciliation team before advancing
to the role of Manager of Professional Services. As Director of
FinTech, Mr. Lambert will collaborate with leadership and
Diversify's advisor teams to facilitate, implement, and optimize
the use of technology at Diversify. Drawing on his experience at
Orion, a key technology at Diversify, Mr. Lambert is expected to
make an immediate and significant impact.
"I'm thrilled to join Diversify," said Lambert. "The chance to
contribute significantly to Diversify's technology expansion,
collaborate with advisors and their teams, and be part of a firm
that prioritizes clients were crucial factors in my decision."
Mr. Lambert holds an MBA in Operations Management from
Regis University, a Bachelor of Science
in Business Management from Grace
University, and a CAIA designation.
About Diversify Advisor Network
Diversify Advisor Network is a privately held, full-service
wealth management firm founded by seasoned advisors and industry
leaders. The firm has developed institutional-grade resources,
complemented by the personal attention and support that defines a
true partnership. Investment advisory services are offered through
Diversify Advisory Services, LLC and Diversify Wealth Management,
LLC, both SEC-registered investment advisors. Securities are
offered through DFPG Investments, LLC, member FINRA/SIPC.
For more information, visit joindiversify.com.
Media Contact
Jina Horton
Diversify Advisor Network
jhorton@diversify.com
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SOURCE Diversify Advisor Network