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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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PJ Weyer

CFP® | Financial Advisor

PJ Weyer joined Diversified Management in 2020 after stints at two regional wealth management firms. He brings an extensive background in investment management, tax planning, and financial planning, and he has earned his Certified Financial Planner (CFP) credential.

Before realizing his interest in finance, PJ envisioned himself as an educator and studied to become a teacher at the University of Wisconsin-Madison. While he ultimately decided that teaching in a classroom wasn’t for him, his desire to educate and work with people stayed with him even after he graduated. After gaining access to a 401k plan through his first employer, PJ became fascinated with investing and financial planning and decided to seek a career in wealth management, where he would be able to pursue both his interest in finance and desire to educate.

Outside of work, PJ enjoys reading, spending time with friends and family, and staying active. He currently resides in Wauwatosa as a first time home owner.

 

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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.

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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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