Diversified Management, Inc

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Diversified Management Inc. (DMI) was founded by Mark Homan in 1993 and has quickly grown to its place among the leading financial planning and wealth management companies. In addition to sustaining and growing our clients' wealth over time, we provide extra value by helping to identify and address the financial needs they encounter along the way. We develop close relationships with our clients to provide them with the highest level of service and attention. We meet with them quarterly-usually in their homes-and our advisors are always available for consultation.

Prior to Joining the firm, Jason worked in marketing for an investment management company headquartered in Wisconsin. He graduated summa cum laude from Marquette University in 1999 with a degree in business administration, majoring in finance and marketing. He has an extensive financial background, and as a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA), he strives to provide his clients with effective, comprehensive personalized financial solutions.

We built our firm to provide thorough and comprehensive advice in key areas of experience: investment management, tax preparation and planning, estate planning, foundation management, life insurance evaluation, asset allocation, charitable gift planning, trust administration and stock option planning. All our client advisors have the Certified Financial Planner ® designation, one is a Certified Public Accountant, and one is an Enrolled Agent, the most expansive license the IRS grants a tax professional.

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