Nathan Brockbank

Nathan Brockbank is currently an Associate at Diversify Wealth Management, LLC, based in Provo, Utah. In this role, he focuses on providing tailored investment solutions and client support, leveraging his expertise to deliver comprehensive wealth management strategies to individual and institutional clients. His responsibilities include assisting with portfolio construction, client relationship management, and supporting senior advisors in planning and implementation of diversified investment strategies.

Nathan's investment expertise primarily covers personal financial planning, asset allocation, and broad market strategies, particularly within the wealth management sector. His background includes rapid progression within Diversify Wealth Management, having served as a Client Services Associate and as a member of the service team prior to his current associate position. These roles allowed him to develop deep proficiency in client service and operational aspects of investment management.

He holds a Master of Business Administration in Business Administration and Management as well as a Bachelor's degree in Personal Financial Planning, both from Utah Valley University. Nathan's academic focus on financial planning and management informs his analytical approach to portfolio construction and his commitment to supporting clients' long-term financial goals. His notable achievement includes advancing through several key positions at Diversify, demonstrating his capacity to adapt and excel in a dynamic investment environment.