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Experience

As the qualified plan practice leader for Plante Moran Financial Advisors, I help plan sponsors meet their fiduciary responsibilities so that they can provide great retirement plans at a reasonable cost — and achieve peace of mind for themselves. Manufacturers, automotive dealerships, professional services firms, healthcare providers, educational institutions, not-for-profit organizations, and small businesses turn to us for assistance with their 401(k), 403(b), and nonqualified plans.

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Specializes In

I’ve been around challenge and change since I was a child. While I was born in Green Bay and am an avid Packer fan, my father worked for the federal government, and I moved more than a dozen times during my first 18 years.

Additional Thoughts

Plan sponsors should beware the managed account default option
Mark Dixon Wealth Management
Article March 1, 2017 4 min read
Is your 403(b) or 401(k) retirement plan on autopilot?
Susan Shoemaker
Article October 12, 2016 3 min read
CEOs must monitor their company’s retirement plans or take responsibility for costly mistakes
Mark Dixon Wealth Management
Article July 27, 2015 1 min read
Mitigating your risk: Five critical steps to a successful senior living development project
Dana Wollschlager Plante Moran Living Forward
Webinar June 15, 2018 1 hour watch