Hans is a partner with Plante Moran’s wealth management practice. He works extensively with high net worth individuals, families, and non-for-profit organizations providing a wide range of services including financial planning, asset allocation, investment policy development, and ongoing investment oversight. His specialties include tax-efficient portfolio construction and management as well as implementation of sophisticated wealth transfer strategies.
Hans received his bachelor’s degree in finance from Michigan State University. In addition to being a Certified Financial Planner, Hans is a Certified Private Wealth Advisor® professional, which included coursework and an examination at the Chicago Booth School of Business.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
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.
