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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

FASB releases update: What you need to know about not-for-profit contributions
Christina Hardy
Webinar August 21, 2018; 11 a.m.-12p.m. EDT 1 min read Upcoming
New excise tax on compensation paid by tax-exempt organizations
Lynne Huismann
Article August 17, 2018 3 min read
Consumer sentiment slips to lowest level this year
Jim Baird Wealth Management
Blog August 17, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article August 17, 2018 4 min read