Wealth Management

At Diversified Management, Inc. (DMI), our clients’ investments are selected and supervised in a disciplined process of strategic planning and qualitative analysis.

Financial Planning

The first step toward financial peace of mind is developing a plan—a roadmap of sorts—that leads to a successful financial future. Our 4-step process starts with you.

Estate Planning

Using practical and contemporary techniques to minimize estate and gift taxes is essential to providing a lasting legacy for your spouse, children and grandchildren.

Additional Services

Our seasoned advisors offer a wealth of experience in all personal and family financial matters, including income tax management, charitable giving and trust administration.

MARK J. HOMAN

CPA, CFP^®

Founder

MICHAEL P. SCHMIDT

CCO, CFP^®

Chairman, President & Chief Compliance Officer

MICHAEL P. EGAN

CIO, CFP^®

Managing Director, Chief Investment Officer & Financial Adviser

JASON R. MILLER

CFP^®

Senior Vice President & Financial Adviser

CHAD A. THISTLE

EA, CFP^®

Vice President, Chief Financial Officer & Director of Tax Strategies

GARREN L. AGLE

CFP^®

Vice President, Chief Information Officer & Financial Adviser