Skip to Content

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.
View More of Patrick's Experience

Specializes In

My wife and I enjoy spending time with our grandchildren.

Additional Thoughts

CPI unchanged in January, falling to 1.6% over past year
Jim Baird Wealth Management
Blog February 13, 2019 1 min read
Did the government shutdown have an impact on the economy?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read
How has the outlook for equities changed in the past year?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read
Jobless claims declined by less than expected last week
Jim Baird Wealth Management
Blog February 7, 2019 1 min read