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Experience

As the leader of the firm's retirement plan investment advisory practice for the Western Michigan region, I help individuals and businesses look to the future by taking a holistic approach to their financial wellness. In my role with Plante Moran Financial Advisors, I work with a wide variety of organizations — from manufacturers to healthcare providers — and my typical business client sponsors a retirement plan that has $2 million to $800 million in assets.
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Specializes In

I was the first person in western Michigan to donate cord blood for stem cell transplants to treat people with life-threatening diseases. Advances in medical research like this are exciting to me.

Additional Thoughts

Planning for your older self
Scott Carano Wealth Management
Article April 22, 2019 4 min read
Estate planning: What your family needs to know when you’re gone
Cheri Stein Wealth Management
Article April 22, 2019 2 min read
Retail sales surge in March
Jim Baird Wealth Management
Blog April 18, 2019 1 min read