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. He is one of only approximately 1,000 people nationwide to hold this prestigious designation.
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.
