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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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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

Benchmarking plastics processors: Know your competitive set
Greg Alonso
Article May 18, 2018 3 min read
Food for thought: Are you prepared for Industry 4.0?
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Podcast May 16, 2018 17:35 listen
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Retail sales up 0.3% in April, matching expectations
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Blog May 15, 2018 1 min read