Leadership Team
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Nathan Dingler
CEO & Head of WealthNathan co-founded DiversiFi in 2015 with the goal of making Financial Education more approachable, accessible, and easier to understand. Nate brings over a decade of industry knowledge and is responsible for investment strategy, and company financials, and leads our Wealth Team that focuses on democratizing investments for our clients.
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Raymond Vo
CCO & Financial AdvisorAs a co-founder, Raymond combines his passion for customer service and his knowledge of intricate trading platform processes to ensure we’re provisioning exceptional service to our clients. Raymond is responsible for company-wide Compliance, has a depth of knowledge in Operational procedures, and also serves as a Financial Advisor.
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Alfred Au
Head of AdvisoryAlfred joined the team in 2018 and has played a key role in establishing the core methodology for our Financial Planning service. He helps assess and deploy new technologies & service offerings to stay ahead of our clients’ needs. With years of experience in financial services, Alfred leads the Advisory team with a focus on providing thoughtful action-oriented advice to our clients.
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Jaclyn Boos
COOJaclyn joined the team in 2021 with the goal of establishing, scaling, and iterating various business processes and offerings across DiversiFi. Jac leverages her people leadership, project/program management, and operations experience to consistently drive the team toward more simplified & efficient ways of working. She is responsible for Operations, MarCom, strategic initiatives, and company-wide Get Sh*it Done, with the goal of bringing fun to all that we do.
Advisory Team
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Brandon Kurz, CFP®
Senior Financial AdvisorBrandon joined the team in 2020 as a Financial Advisor and is located in Newport Beach, CA. Brandon’s favorite financial topic is “Financial Modeling”. Families' complete financial pictures can be complex and Brandon enjoys putting all the pieces together in a way clients can easily understand. Aside from his Advisory role, Brandon plans and hosts educational webinars to drive financial literacy with various business partners and groups.
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Jared La Blue, EA
Financial AdvisorJared has been with DiversiFi since 2018, and serves as DiversiFi’s in-house Tax specialist. He enjoys educating clients on how our tax system works and ensuring that they’re planning and budgeting with taxes top of mind. Jared finds simplifying taxes and making strategic decisions together with his clients both rewarding and thrilling. Jared also hosts educational webinars with Brandon to drive financial literacy with various business partners.
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Lily Zhang, CFP®
Financial AdvisorLily joined the team in 2018. Lily’s favorite financial topic is “Identifying & Prioritizing Goals”. Lily has always been fascinated by personal narratives and discussing financial goals with clients allows her to get to know them more on a personal level. Lily enjoys helping clients and making a difference, big or small. Lily is also on our Foundation Team where she promotes employee well-being, charitable donations, and volunteering activities.
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Thomas Lowish, CFP®
Associate Financial AdvisorThomas is one of our newer team members having joined in early 2022. Thomas enjoys researching individual companies, understanding what they do, how they operate, and whether they might make good investments. Thomas is part of the Wealth Team, and plays a key role in developing our options & covered call strategies, as well as providing further analysis and support to advisors that have clients interested in pursuing options.
Operations Team
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Eileen Zhang
Operations AssociateEileen joined the team in 2021 and is located in Oakland, CA. If you’ve ever reached out to DiversiFi, you would most likely hear from Eileen first, helping clients get onboarded! Eileen enjoys helping clients navigate our processes and providing resources to clients. In addition to her client-facing role, Eileen is a core part of our Marketing & Communications function and leverages her creativity and passion for design to help us make engaging and visually appealing content.
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Ramsey Morton
Business Operations AnalystRamsey joined the team in 2022 and is located in Kansas City, MO. Ramsey enjoys sifting through and leveraging data to make improvements. He helps the team create efficient systems or procedures, catching errors or flaws in design, and providing in-depth analysis. Ramsey is responsible for supporting our Wealth Management clients with all things Charles Schwab such as opening accounts, making distributions, you name it!
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Tim Dewhurst
Sr. Business Analytics Program ManagerTim joined the team in 2022 and is located just outside of Denver, CO. Tim enjoys improving data integrity and analytics to drive business decisions and optimize performance. He focuses on reducing level of efforts and increasing automation where possible. Tim also leads our Venture Capital and is part of the Wealth Team, working on process automations and optimizations.
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Bianna Gontar
Marketing & Communications CoordinatorBianna joined in early 2024, and is located in Los Angeles. Bianna is part of our Marketing and Communications team. She enjoys sharing meaningful educational content across multiple channels, engaging with people who want to learn more, and leveraging her creativity to enhance the user experience by modifying and adding new features to our website. She is also part of our Onboarding team where she guides clients through our process, ensuring a smooth transition into our services.