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Team

At Diversified Financial Concepts, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Edward Dublis is CEO of Diversified Financial Concepts and a registered principal and Financial Planner with LPL Financial. He is Charted Financial Consultant and a Chartered Life Underwriter receiving his accreditation through the...

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Nathan Farrell

LPL Registered Administrative Assistant

616-551-5783

Nathan Farrell is the Registered Administrative Assistant at Diversified Financial Concepts. Nathan has been with the company for 7 years, starting as an intern in 2008 while attending Davenport University. Nathan graduated with honor...

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Codi Vant Voort

LPL Administrative Sales Assistant

616-551-5784

616-551-5781

Codi Vant Voort joined Diversified Financial Concepts in 2015. As an Administrative Sales Assistant, Codi brings over 10 years of administrative and clerical experience with her to provide the highest level of customer service with a...

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