On behalf of Plante Moran Wealth Management, we are pleased to recognize Mandy Chardoul and Cheri Stein as our newly elected partners at Plante Moran. This is an incredible accomplishment and milestone for these leaders in wealth management.
Both partners are in our Grand Rapids office.
Mandy Chardoul specializes in developing best practices around estate tax reduction, business transitions, insurance consulting, philanthropic planning, family governance, and fiduciary income taxation.
Cheri Stein oversees the Western Michigan practice of Plante Moran Trust. She provides comprehensive, objective financial guidance and education to high-net-worth individuals and families to assist them in meeting their long-term, philanthropic, and financial planning goals.