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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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portrait-garren-agileGarren 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.

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CONTACT US

Diversified Management, Inc.
222 E. Erie Street, Suite 401
Milwaukee, WI 53202
P: 414-292-1900
F: 414-292-1914
info@diversifiedmanagement.com

FIND US

Our offices are near the corner of
E. Erie Street and N. Water Street.

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Hours: M-F 8:30 am – 5:00 pm

MEMBERS

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

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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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