Mark J. Homan
CPA, CFP® | Founder
Mark J. Homan is the founder of Diversified Management, Inc. (DMI). As the leader of an experienced and highly qualified team of advisors, he ensures a comprehensive and integrated approach to client wealth management. Mark and the DMI staff meet with clients as often as quarterly to evaluate performance and review the status of financial plans. Mark has made many presentations on retirement, financial planning and personal investment topics, and has provided interviews for financial publications, newspapers and television.
Prior to founding Diversified Management in 1993, Mark was a partner in a leading international accounting and consulting firm where he had extensive leadership responsibilities in the financial planning practice. He is a Certified Public Accountant (CPA), Certified Financial Planner (CFP) and an Investment Advisor (IA) under DMI’s registration in the states of Wisconsin, Illinois, Arizona, Florida, Michigan and Texas.
Mark received a degree in business administration with a major in accounting from the University of Missouri in 1977. He is a former president and current member of the Milwaukee Estate Planning Forum. He is also a member of the Financial Planning Association (FPA), the American Institute of Certified Public Accountants (AICPA), and the Wisconsin Institute of Certified Public Accountants (WICPA). He is an active supporter of inner-city charter schools and a member of the Tocqueville Society, benefiting the United Way of Greater Milwaukee.
Mark and his wife Jan, a home healthcare nurse, have been married since 1979 and have two grown children. Mark is a workout addict, avid traveler, enthusiastic golfer, frequent bicyclist and occasional sailor. He and Jan live in a loft condominium near the DMI offices in the Historic Third Ward of Milwaukee.