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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

Retail sales surge in March
Jim Baird Wealth Management
Blog April 18, 2019 1 min read
Is the yield curve flashing a warning signal?
Jim Baird Wealth Management
Blog April 11, 2019 1 min read
Why not de-risk late in the cycle?
Jim Baird Wealth Management
Blog April 11, 2019 1 min read
Rising gas prices nudged CPI up to 1.9% in March
Jim Baird Wealth Management
Blog April 10, 2019 2 min read