Mark Joseph Homan

Mark Joseph Homan

Nessuna posizione attualmente

Finance
Consumer Services

Profilo

Mr. Mark J.
Homan, CPA, is a Founder at Diversified Management, Inc. As the leader of an experienced and highly qualified team of advisors, he ensures a comprehensive and integrated approach to client wealth management.
Prior to founding Diversified Management in 1993, Mr. Homan was a partner in a leading international accounting and consulting firm where he had extensive leadership responsibilities in the financial planning practice.
He received a degree in business administration with a major in accounting from the University of Missouri in 1977.
He is a Certified Public Accountant, Certified Financial Planner and an Investment Advisor under DMI’s registration in the states of Wisconsin, Illinois, Arizona, Florida, Michigan and Texas.
He is also a member of the Financial Planning Association, the American Institute of Certified Public Accountants, and the Wisconsin Institute of Certified Public Accountants.
He is an active supporter of inner-city charter schools and a member of the Tocqueville Society, benefiting the United Way of Greater Milwaukee.

Precedenti posizioni note di Mark Joseph Homan

SocietàPosizioneFine
Fondatore 01/06/2020
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Formazione di Mark Joseph Homan

University of Missouri Undergraduate Degree

Esperienze
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Aziende private

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