Garren L. Agle
CFP® | Vice President, Chief Information Officer & Financial Adviser
Garren L. Agle joined Diversified Management, Inc. (DMI) in 2006. Taking clients’ short and long-term goals and concerns into consideration, he works closely with them to evaluate which financial strategies are right for them. His responsibilities include developing and refining financial plans, implementing investment strategies, monitoring investment performance, and helping clients set new financial goals. He also helps clients with tax preparation and tax planning strategies. As Manager of Technology, he is responsible for developing the overall technology strategy for the firm and the coordination of all outside technical vendors.
Garren graduated from the University of Wisconsin-Whitewater in 2003 with a Bachelor of Business Administration (BBA), majoring in finance. He is a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA). He is a past board member of Habitat for Humanity of Waukesha County.
Garren and his wife, Kim, were married in 2007 and have two sons. They live in Menomonee Falls. In his spare time, Garren enjoys golfing and building furniture.