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Diversified Management Inc. - Wealth Management & Financial Planning in Milwaukee, Wisconsin Diversified Management Inc. - Wealth Management & Financial Planning in Milwaukee, Wisconsin
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Our Advisors.

A highly specialized team of wealth management and financial planning experts.

Key areas of expertise, all in one place.

Diversified Management Inc. has achieved its stature among the leading financial planning and wealth management firms largely on the strengths of our advisors. They 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.

The best financial advisor is an objective, comprehensive manager who is only concerned with your success. That defines DMI. Meet our team members below.

MICHAEL P. SCHMIDT

CFP®

Chairman / President / Chief Compliance Officer

MICHAEL P. EGAN

CFP®

Managing Director / Chief Investment Officer / Financial Advisor

JASON R. MILLER

CFP®

Senior Vice President / Financial Advisor

CHAD A. THISTLE

CFP®

Vice President / Chief Financial Officer / Director of Tax Strategies

GARREN L. AGLE

CFP®

Vice President / Chief Information Officer / Financial Advisor

KYLEE J. PARADOWSKI

Associate Financial Advisor

PJ WEYER

CFP®

Financial Advisor

CONTACT US

Diversified Management, Inc.
330 E. Kilbourn Ave., Suite 1475
Milwaukee, WI 53202
P: 414-292-1900
F: 414-292-1914
info@diversifiedmanagement.com

FIND US

Our offices are near the corner of
Kilbourn and Broadway.

CLICK FOR MAP

Hours: M-F 8:30 am – 5:00 pm

MEMBERS

All advisors at DMI are members of the Financial Planning Association.

© Diversified Management, Inc.
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Diversified Management Inc. - Wealth Management & Financial Planning in Milwaukee, Wisconsin Diversified Management Inc. - Wealth Management & Financial Planning in Milwaukee, Wisconsin
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Diversified Management © 2015 | All Rights Reserved

WE ARE PLEASED TO ANNOUNCE A CHANGE OF ADDRESS.
Please note that our address has changed but our phone number remains the same.

330 East Kilbourn Avenue
Suite 1475
Milwaukee, WI 53202

414-292-1900

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