Skip to Content

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.
View More of Dori's Experience

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

How hospitals can use data to improve efficiency
Tony Colarossi
Article February 15, 2019 2 min read
CPI unchanged in January, falling to 1.6% over past year
Jim Baird Wealth Management
Blog February 13, 2019 1 min read
A behind-the-scenes look at your senior living occupancy rate
Jamie Timoteo Plante Moran Living Forward
Article February 13, 2019 5 min read
IRS offers limited relief from the once-in-always-in condition for 403(b) plans
Christina Dork
Article February 13, 2019 3 min read