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Experience

As the chief compliance officer for Plante Moran Financial Advisors and for the Plante Moran Insurance Agency, I’m responsible for ensuring compliance with all applicable federal and state securities laws, rules, and regulations. I specialize in investment advisory and broker-dealer compliance.
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Specializes In

My wife and I enjoy spending time with our grandchildren.

Additional Thoughts

Hurricane Florence weighs on September Retail Sales gain
Jim Baird Wealth Management
Blog October 15, 2018 1 min read
Consumer sentiment slips moderately in October
Jim Baird Wealth Management
Blog October 12, 2018 1 min read
PMFA special commentary: “Why now?”
Jim Baird Wealth Management
Blog October 12, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article October 12, 2018 4 min read