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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

Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article June 20, 2018 1 min read
Inflation edges higher again in May
Jim Baird Wealth Management
Blog June 12, 2018 1 min read
Unemployment falls to 18-year low of 3.8%
Jim Baird Wealth Management
Blog June 1, 2018 1 min read
Is the tighter labor market a risk to the business outlook?
Jim Baird Wealth Management
Article June 1, 2018 1 min read