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Experience

Dori is a partner with Plante Moran Financial Advisors.  Known for her sophisticated investment planning techniques, Dori has more than 20 years of experience specializing in several advisory services to institutions and retirement plans.

Prior to joining the firm in 1998, Dori managed one of West Michigan’s largest family offices.  Dori has a B.S. in accounting from Michigan State University.

Dori is involved with her community though volunteering at the Leukemia Society of America and as a teaching volunteer with Junior Achievement. Additionally, Dori also advocates for both the National Marrow Donor Program and Grand Valley Blood Programs of West Michigan.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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