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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

Consumer sentiment slips to lowest level this year
Jim Baird Wealth Management
Blog August 17, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article August 17, 2018 4 min read
Construction, the economy and the outlook for Michigan
Jim Baird Wealth Management
Podcast August 16, 2018 9 min listen
Retail sales up strongly in July
Jim Baird Wealth Management
Blog August 15, 2018 2 min read