Plante Moran Financial Advisors
Industry: Company
DescriptionFounded: 1977 Parent organization: Plante Moran
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Plante Moran Financial Advisors Employees
Employee
Years
Job
Industry
Brett Reardon, QPFC Brett Reardon, QPFC's Plante Moran Financial Advisors Experience August 2013 - Present
Job Institutional Investment Consultant at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors August 2013 - Present
Morgan Stanley Wealth Management May 2012 - December 2012
Skills
Wealth Management, Strategic Financial..., Asset Allocation, Financial Analysis, Investments
Education
Michigan State University 2009 — 2013
Bachelor of Arts (BA), Finance
Plante Moran Financial Advisors August 2013 - Present
Morgan Stanley Wealth Management May 2012 - December 2012
Skills
Wealth Management, Strategic Financial..., Asset Allocation, Financial Analysis, Investments
Education
Michigan State University 2009 — 2013
Bachelor of Arts (BA), Finance
Justin Murray Justin Murray's Plante Moran Financial Advisors Experience January 2008 - August 2010
Job Portfolio Marketing Manager at Stryker
Industry Medical Devices
Experience
Stryker June 2015 - Present
Wrigley August 2014 - August 2015
Mars August 2013 - August 2014
Mars February 2013 - August 2013
Mars May 2012 - February 2013
Spartan Consulting April 2011 - May 2012
Mars May 2011 - August 2011
Plante Moran Financial Advisors January 2008 - August 2010
Plante Moran Financial Advisors June 2007 - August 2007
AXA Advisors August 2006 - May 2007
Skills
Analysis, Management, Strategic Sourcing, Financial Analysis, Forecasting, Cross-functional Team..., Logistics, Sourcing, Sales, CRM, Financial Modeling, Supply Chain Management, Process Improvement
Education
Michigan State University - The Eli Broad Graduate School of Management 2010 — 2012
MBA
Michigan State University 2003 — 2007
BA, Finance
Japan Center for Michigan Universities
International Logistics and Cultural Studies
Stryker June 2015 - Present
Wrigley August 2014 - August 2015
Mars August 2013 - August 2014
Mars February 2013 - August 2013
Mars May 2012 - February 2013
Spartan Consulting April 2011 - May 2012
Mars May 2011 - August 2011
Plante Moran Financial Advisors January 2008 - August 2010
Plante Moran Financial Advisors June 2007 - August 2007
AXA Advisors August 2006 - May 2007
Skills
Analysis, Management, Strategic Sourcing, Financial Analysis, Forecasting, Cross-functional Team..., Logistics, Sourcing, Sales, CRM, Financial Modeling, Supply Chain Management, Process Improvement
Education
Michigan State University - The Eli Broad Graduate School of Management 2010 — 2012
MBA
Michigan State University 2003 — 2007
BA, Finance
Japan Center for Michigan Universities
International Logistics and Cultural Studies
Cameron Kleinheksel, CFP® Cameron Kleinheksel, CFP®'s Plante Moran Financial Advisors Experience August 2010 - Present
Job Associate | Senior Consultant
Industry Investment Management
Experience
Plante Moran Financial Advisors August 2010 - Present
MSU Finance Association May 2009 - May 2010
Plante Moran Financial Advisors June 2009 - August 2009
Education
Michigan State University 2006 — 2010
Bachelor of Arts, Finance
Plante Moran Financial Advisors August 2010 - Present
MSU Finance Association May 2009 - May 2010
Plante Moran Financial Advisors June 2009 - August 2009
Education
Michigan State University 2006 — 2010
Bachelor of Arts, Finance
Jon Griesen Jon Griesen's Plante Moran Financial Advisors Experience June 2015 - Present
Job Intern at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors June 2015 - Present
South Elm LLC May 2014 - December 2014
Michigan State University IT Services May 2013 - June 2014
Target Industries Inc. June 2008 - August 2010
Skills
AccPac/SBT Business..., Adobe Illustrator, Adobe Photoshop, QuarkXPress, Sony Vegas 7.0 Video..., FedEx Ship Manager, UPS Worldship, Microsoft Office, QuickBooks, Illustrator
Education
Michigan State University 2011 — 2015
Bachelor of Arts (B.A.), Finance - Specialization in Information Technology
Corunna High School 2007 — 2011
High School Diploma
Dale Carnegie Training 2010 — 2010
Leadership Training
Plante Moran Financial Advisors June 2015 - Present
South Elm LLC May 2014 - December 2014
Michigan State University IT Services May 2013 - June 2014
Target Industries Inc. June 2008 - August 2010
Skills
AccPac/SBT Business..., Adobe Illustrator, Adobe Photoshop, QuarkXPress, Sony Vegas 7.0 Video..., FedEx Ship Manager, UPS Worldship, Microsoft Office, QuickBooks, Illustrator
Education
Michigan State University 2011 — 2015
Bachelor of Arts (B.A.), Finance - Specialization in Information Technology
Corunna High School 2007 — 2011
High School Diploma
Dale Carnegie Training 2010 — 2010
Leadership Training
Michael Howey Michael Howey's Plante Moran Financial Advisors Experience August 2014 - Present
Job Wealth Management Advisor at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors August 2014 - Present
Merrill Lynch September 2013 - June 2014
LJPR, LLC May 2013 - August 2013
Education
Western Michigan University 2011 — 2014
Bachelor of Business Administration (BBA), Major: Finance. Minor(s): Accounting, Economics, General Business
Grand Valley State University 2010 — 2011
Plante Moran Financial Advisors August 2014 - Present
Merrill Lynch September 2013 - June 2014
LJPR, LLC May 2013 - August 2013
Education
Western Michigan University 2011 — 2014
Bachelor of Business Administration (BBA), Major: Finance. Minor(s): Accounting, Economics, General Business
Grand Valley State University 2010 — 2011
Michael Rayfield Michael Rayfield's Plante Moran Financial Advisors Experience January 2014 - Present
Job Wealth Management at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors January 2014 - Present
Michigan Mutual March 2012 - October 2013
Office Maintenance Services June 2002 - February 2012
Coastal Automotive January 2011 - May 2011
E-Business at Oakland University September 2010 - December 2010
Telecom Technicians Inc February 2010 - October 2010
T-Systems January 2010 - April 2010
Skills
Access, Excel, PowerPoint, Word, CSS, HTML, Drupal, Photoshop, ZenCart, Paint.NET, FHA, Mortgage, VA loans, Conventional, Outlook, NYLX, Constant Contact, Mortgage Builder, Microsoft Excel, Mortgage Lending, Finance, Microsoft Word, Budgets
Education
Oakland University 2007 — 2011
Bachelor of Science, Finance, 3.89
Plante Moran Financial Advisors January 2014 - Present
Michigan Mutual March 2012 - October 2013
Office Maintenance Services June 2002 - February 2012
Coastal Automotive January 2011 - May 2011
E-Business at Oakland University September 2010 - December 2010
Telecom Technicians Inc February 2010 - October 2010
T-Systems January 2010 - April 2010
Skills
Access, Excel, PowerPoint, Word, CSS, HTML, Drupal, Photoshop, ZenCart, Paint.NET, FHA, Mortgage, VA loans, Conventional, Outlook, NYLX, Constant Contact, Mortgage Builder, Microsoft Excel, Mortgage Lending, Finance, Microsoft Word, Budgets
Education
Oakland University 2007 — 2011
Bachelor of Science, Finance, 3.89
Cameron Roehl Cameron Roehl's Plante Moran Financial Advisors Experience August 2013 - Present
Job Financial Planner at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors August 2013 - Present
Plante Moran Financial Advisors June 2012 - July 2012
Intertape Polymer Group August 2009 - August 2011
Allied PhotoChemical 2007 - 2008
Education
Michigan State University 2011 — 2013
BA, Finance
St. Clair County Community College 2009 — 2011
Plante Moran Financial Advisors August 2013 - Present
Plante Moran Financial Advisors June 2012 - July 2012
Intertape Polymer Group August 2009 - August 2011
Allied PhotoChemical 2007 - 2008
Education
Michigan State University 2011 — 2013
BA, Finance
St. Clair County Community College 2009 — 2011
Zachary Keller's Plante Moran Financial Advisors Experience June 2015 - August 2015
Job Student
Industry Financial Services
Experience
Plante Moran Financial Advisors June 2015 - August 2015
Sigma Alpha Epsilon Fraternity November 2013 - November 2014
GTM Sportswear May 2014 - August 2014
Education
Kansas State University 2012 — 2016
Accounting and Finance
Plante Moran Financial Advisors June 2015 - August 2015
Sigma Alpha Epsilon Fraternity November 2013 - November 2014
GTM Sportswear May 2014 - August 2014
Education
Kansas State University 2012 — 2016
Accounting and Finance
Chris Kunnen's Plante Moran Financial Advisors Experience July 2013 - July 2014
Job Financial Consultant at Amway
Industry Investment Management
Experience
Amway August 2014 - Present
Plante Moran Financial Advisors July 2013 - July 2014
Perrigo January 2013 - May 2013
Macatawa Bank August 2012 - January 2013
Grand Angels January 2012 - August 2012
Skills
Marketing, PowerPoint, Research, Sales, Program Management, Teamwork, Public Speaking, Data Analysis, Microsoft Excel, Microsoft Word, Budgets, Strategy, Entrepreneurship, Excel, Microsoft Office, Word, Event Planning, Social Media, Event Management, Social Media Marketing, Facebook, Customer Service, Spanish, Public Relations, Outlook, Market Research, Fundraising, Editing, Marketing Strategy, Retail
Education
Hope College 2008 — 2013
Bachelor of Arts (B.A.), Economics, Management (Minor in Accounting)
Hope College
Economics
Amway August 2014 - Present
Plante Moran Financial Advisors July 2013 - July 2014
Perrigo January 2013 - May 2013
Macatawa Bank August 2012 - January 2013
Grand Angels January 2012 - August 2012
Skills
Marketing, PowerPoint, Research, Sales, Program Management, Teamwork, Public Speaking, Data Analysis, Microsoft Excel, Microsoft Word, Budgets, Strategy, Entrepreneurship, Excel, Microsoft Office, Word, Event Planning, Social Media, Event Management, Social Media Marketing, Facebook, Customer Service, Spanish, Public Relations, Outlook, Market Research, Fundraising, Editing, Marketing Strategy, Retail
Education
Hope College 2008 — 2013
Bachelor of Arts (B.A.), Economics, Management (Minor in Accounting)
Hope College
Economics
Tyler Bosgraaf's Plante Moran Financial Advisors Experience June 2012 - August 2012
Job Research Analyst at Norris, Perné & French | CFA Level III Candidate
Industry Investment Management
Experience
Norris, Perné & French July 2014 - Present
Mercantile Bank of Michigan May 2013 - July 2014
Blackford Capital, LLC January 2013 - May 2013
Calvin College August 2012 - May 2013
Plante Moran Financial Advisors June 2012 - August 2012
Merrill Lynch May 2011 - September 2011
World Renew June 2010 - August 2010
Murdoch Marketing June 2009 - August 2009
Skills
Financial Analysis, Budgets, Microsoft Office, Economics, Financial Modeling, Research, Stata, Portfolio Management, Finance, Accounting, Analysis, Credit Analysis, Credit, Financial Risk
Education
Calvin College 2009 — 2013
Bachelor of Arts Degree, Business (Honors), Economics
Norris, Perné & French July 2014 - Present
Mercantile Bank of Michigan May 2013 - July 2014
Blackford Capital, LLC January 2013 - May 2013
Calvin College August 2012 - May 2013
Plante Moran Financial Advisors June 2012 - August 2012
Merrill Lynch May 2011 - September 2011
World Renew June 2010 - August 2010
Murdoch Marketing June 2009 - August 2009
Skills
Financial Analysis, Budgets, Microsoft Office, Economics, Financial Modeling, Research, Stata, Portfolio Management, Finance, Accounting, Analysis, Credit Analysis, Credit, Financial Risk
Education
Calvin College 2009 — 2013
Bachelor of Arts Degree, Business (Honors), Economics
Zachary Pichette's Plante Moran Financial Advisors Experience June 2014 - September 2014
Job Financial Analyst Intern at JBD Acquisition Corporation
Industry Higher Education
Experience
JBD Acquisition Corporation March 2015 - Present
Michigan Financial Advisors September 2014 - January 2015
Plante Moran Financial Advisors June 2014 - September 2014
Faurecia April 2013 - February 2014
Chili's April 2011 - August 2012
Rays Ice Cream Co. Inc. February 2009 - March 2011
Skills
Microsoft Office, Customer Service, Strategic Planning, Financial Management..., PowerPoint, Purchasing, Quality Assurance, Teamwork, Supplier Development, Time Management, Editing, Finance, Microsoft Excel, Team-oriented, Management
Education
Oakland University 2011 — 2015
Bachelor of Science (B.S.), Finance, General, Junior
Warren Mott High School 2005 — 2010
High school diploma
JBD Acquisition Corporation March 2015 - Present
Michigan Financial Advisors September 2014 - January 2015
Plante Moran Financial Advisors June 2014 - September 2014
Faurecia April 2013 - February 2014
Chili's April 2011 - August 2012
Rays Ice Cream Co. Inc. February 2009 - March 2011
Skills
Microsoft Office, Customer Service, Strategic Planning, Financial Management..., PowerPoint, Purchasing, Quality Assurance, Teamwork, Supplier Development, Time Management, Editing, Finance, Microsoft Excel, Team-oriented, Management
Education
Oakland University 2011 — 2015
Bachelor of Science (B.S.), Finance, General, Junior
Warren Mott High School 2005 — 2010
High school diploma
Jeffrey Palleschi Jeffrey Palleschi's Plante Moran Financial Advisors Experience June 2015 - August 2015
Job Student at University of Detroit Mercy
Industry Financial Services
Experience
University of Detroit Mercy August 2014 - Present
Plante Moran Financial Advisors June 2015 - August 2015
Hickory Hollow Golf Course May 2013 - September 2014
Villa Restaurant February 2012 - August 2014
Education
University of Detroit Mercy 2013 — 2016
Adrian College 2012 — 2013
University of Detroit Mercy August 2014 - Present
Plante Moran Financial Advisors June 2015 - August 2015
Hickory Hollow Golf Course May 2013 - September 2014
Villa Restaurant February 2012 - August 2014
Education
University of Detroit Mercy 2013 — 2016
Adrian College 2012 — 2013
Cheri Stein, CPA, CFP®, CIMA® Cheri Stein, CPA, CFP®, CIMA®'s Plante Moran Financial Advisors Experience 1999 - 2009
Job Relationship Manager at Plante & Moran
Industry Financial Services
Experience
Plante & Moran July 1999 - Present
Plante Moran Financial Advisors 1999 - 2009
Skills
Financial Advisory, Wealth Management..., Income Tax, CPA, Strategic Financial..., Trust Services, Financial Analysis, Tax, Wealth Management, Investment Advisory..., Accounting, Financial Reporting, Estate Planning, Auditing
Education
Taylor University 1995 — 1999
BA, Accounting
Grand Rapids Christian High
Plante & Moran July 1999 - Present
Plante Moran Financial Advisors 1999 - 2009
Skills
Financial Advisory, Wealth Management..., Income Tax, CPA, Strategic Financial..., Trust Services, Financial Analysis, Tax, Wealth Management, Investment Advisory..., Accounting, Financial Reporting, Estate Planning, Auditing
Education
Taylor University 1995 — 1999
BA, Accounting
Grand Rapids Christian High
Justin Ney Justin Ney's Plante Moran Financial Advisors Experience May 2013 - Present
Job Operations Analyst at Plante Moran Financial Advisors
Industry Investment Management
Experience
Plante Moran Financial Advisors May 2013 - Present
Hantz Group August 2012 - May 2013
Institutional Liquidity, LLC May 2012 - August 2012
Vila Bella May 2011 - May 2012
the Business Residential College September 2010 - May 2012
William E Cain, CPA, PC January 2011 - April 2012
Central Michigan University January 2011 - April 2012
Central Michigan University October 2011 - February 2012
Bank of America January 2009 - May 2009
Skills
PowerPoint, Accounting, Microsoft Office, Investments, Microsoft Excel, Microsoft Word, Finance, Teamwork, Financial Analysis, Analysis, Risk Management
Education
Central Michigan University 2007 — 2012
Bachelor of Science in Business Administration, Accounting, Finance
Central Michigan University 2007 — 2012
Bachelor's degree, Accounting and Finance
Plante Moran Financial Advisors May 2013 - Present
Hantz Group August 2012 - May 2013
Institutional Liquidity, LLC May 2012 - August 2012
Vila Bella May 2011 - May 2012
the Business Residential College September 2010 - May 2012
William E Cain, CPA, PC January 2011 - April 2012
Central Michigan University January 2011 - April 2012
Central Michigan University October 2011 - February 2012
Bank of America January 2009 - May 2009
Skills
PowerPoint, Accounting, Microsoft Office, Investments, Microsoft Excel, Microsoft Word, Finance, Teamwork, Financial Analysis, Analysis, Risk Management
Education
Central Michigan University 2007 — 2012
Bachelor of Science in Business Administration, Accounting, Finance
Central Michigan University 2007 — 2012
Bachelor's degree, Accounting and Finance
Doug Coursen, CFP® Doug Coursen, CFP®'s Plante Moran Financial Advisors Experience July 2014 - Present
Job Manager at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors July 2014 - Present
Plante Moran Financial Advisors July 2013 - June 2014
Plante Moran Financial Advisors January 2009 - June 2013
DaimlerChrysler May 2007 - August 2007
Education
Michigan State University 2005 — 2009
Bachelors, Finance
Plante Moran Financial Advisors July 2014 - Present
Plante Moran Financial Advisors July 2013 - June 2014
Plante Moran Financial Advisors January 2009 - June 2013
DaimlerChrysler May 2007 - August 2007
Education
Michigan State University 2005 — 2009
Bachelors, Finance
David Kopacz David Kopacz's Plante Moran Financial Advisors Experience August 2013 - Present
Job Advisor at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors August 2013 - Present
PAC Federal Credit Union June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Excel, Word, Customer Service, SAP, Photoshop, InDesign, Microsoft Excel
Education
Central Michigan University 2008 — 2013
Bachelor of Science in Business Administration, Finance
Nanyang Technological University 2011 — 2011
Plante Moran Financial Advisors August 2013 - Present
PAC Federal Credit Union June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Excel, Word, Customer Service, SAP, Photoshop, InDesign, Microsoft Excel
Education
Central Michigan University 2008 — 2013
Bachelor of Science in Business Administration, Finance
Nanyang Technological University 2011 — 2011
Jennie Spurlock Jennie Spurlock's Plante Moran Financial Advisors Experience August 2014 - Present
Job Financial Advisor at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors August 2014 - Present
QuadCap Wealth Management, LLC May 2012 - August 2012
Skills
Public Speaking, Budgets, Leadership, Team Building, Time Management, Microsoft Office, PowerPoint
Education
Texas Tech University 2012 — 2014
Master's degree, Personal Financial Planning
Texas Tech University 2009 — 2012
Bachelor of Science (BS), Personal Financial Planning
Plante Moran Financial Advisors August 2014 - Present
QuadCap Wealth Management, LLC May 2012 - August 2012
Skills
Public Speaking, Budgets, Leadership, Team Building, Time Management, Microsoft Office, PowerPoint
Education
Texas Tech University 2012 — 2014
Master's degree, Personal Financial Planning
Texas Tech University 2009 — 2012
Bachelor of Science (BS), Personal Financial Planning
Steven Gibson, QPFC Steven Gibson, QPFC's Plante Moran Financial Advisors Experience June 2013 - Present
Job Associate | Senior Advisor | Retirement Plan Investment Consultant at Plante Moran Financial Advisors
Industry Investment Management
Experience
Plante Moran Financial Advisors June 2013 - Present
Plante Moran Financial Advisors April 2008 - June 2013
US Army October 2005 - June 2009
Education
2016 Level III Candidate in the CFA Program
Eastern Michigan University 2002 — 2006
B.S. Economics, Minor in Military Science, Cum Laude
Plante Moran Financial Advisors June 2013 - Present
Plante Moran Financial Advisors April 2008 - June 2013
US Army October 2005 - June 2009
Education
2016 Level III Candidate in the CFA Program
Eastern Michigan University 2002 — 2006
B.S. Economics, Minor in Military Science, Cum Laude
Katherine Winkler Katherine Winkler's Plante Moran Financial Advisors Experience January 2007 - April 2009
Job Sponsored Programs Administrator at Michigan State University
Industry Higher Education
Experience
Michigan State University - Office of Sponsored Programs December 2011 - Present
SAAABA October 2010 - September 2012
Michigan State University - Office of Sponsored Programs November 2009 - December 2011
Michigan State University - Contract & Grant Administration April 2009 - November 2009
Plante Moran Financial Advisors January 2007 - April 2009
Central Michigan University 2005 - 2006
Central Michigan University 2005 - 2006
Central Michigan University 2003 - 2006
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Data Analysis, Process Improvement, Leadership
Education
Central Michigan University 2011 — 2013
Master of Business Administration, Value Driven Organization
Central Michigan University 2003 — 2006
Bachelor of Science in Business Administration, Personal Financial Planning
Michigan State University - Office of Sponsored Programs December 2011 - Present
SAAABA October 2010 - September 2012
Michigan State University - Office of Sponsored Programs November 2009 - December 2011
Michigan State University - Contract & Grant Administration April 2009 - November 2009
Plante Moran Financial Advisors January 2007 - April 2009
Central Michigan University 2005 - 2006
Central Michigan University 2005 - 2006
Central Michigan University 2003 - 2006
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Data Analysis, Process Improvement, Leadership
Education
Central Michigan University 2011 — 2013
Master of Business Administration, Value Driven Organization
Central Michigan University 2003 — 2006
Bachelor of Science in Business Administration, Personal Financial Planning
Logan Olsen's Plante Moran Financial Advisors Experience September 2013 - Present
Job Financial Trader Assistant at Plante Moran
Industry Financial Services
Experience
Plante Moran Financial Advisors September 2013 - Present
Northwestern Mutual January 2013 - February 2013
Macy's May 2011 - November 2012
Banana Republic September 2008 - October 2010
Skills
Visual Merchandising, Store Management, Merchandising, Retail Sales, Customer Service, Retail, Sales, Time Management, Inventory Management, Microsoft Excel, Microsoft Word, Teamwork, PowerPoint, Microsoft Office, Leadership
Education
Grand Valley State University 2007 — 2013
Bachelor of Business Administration (B.B.A.), Business Economics and Finance
Plante Moran Financial Advisors September 2013 - Present
Northwestern Mutual January 2013 - February 2013
Macy's May 2011 - November 2012
Banana Republic September 2008 - October 2010
Skills
Visual Merchandising, Store Management, Merchandising, Retail Sales, Customer Service, Retail, Sales, Time Management, Inventory Management, Microsoft Excel, Microsoft Word, Teamwork, PowerPoint, Microsoft Office, Leadership
Education
Grand Valley State University 2007 — 2013
Bachelor of Business Administration (B.B.A.), Business Economics and Finance
Ann Massey Ann Massey's Plante Moran Financial Advisors Experience 2002 - Present
Job Operations Manager at Plante Moran Financial Advisors
Industry Investment Management
Experience
Advent Users Group January 2014 - Present
Plante Moran Financial Advisors 2002 - Present
Advent Users Group January 2009 - December 2010
Plante Moran Financial Advisors March 1996 - June 2002
Auto-Owners Insurance Company 1989 - March 1996
Skills
Management, Financial Services, Financial Reporting, Risk Management, Business Analysis, Microsoft Excel, Securities
Education
Kalamazoo Valley Community College 1997 — 2011
Business / Finance
College for Financial Planning 2005 — 2005
Registered Paraplanner SM, Financial Planning
Lansing Community College 1988 — 1991
Business Administration
Advent Users Group January 2014 - Present
Plante Moran Financial Advisors 2002 - Present
Advent Users Group January 2009 - December 2010
Plante Moran Financial Advisors March 1996 - June 2002
Auto-Owners Insurance Company 1989 - March 1996
Skills
Management, Financial Services, Financial Reporting, Risk Management, Business Analysis, Microsoft Excel, Securities
Education
Kalamazoo Valley Community College 1997 — 2011
Business / Finance
College for Financial Planning 2005 — 2005
Registered Paraplanner SM, Financial Planning
Lansing Community College 1988 — 1991
Business Administration
Richard Brindisi, JD, AIFA® Richard Brindisi, JD, AIFA®'s Plante Moran Financial Advisors Experience January 2006 - March 2009
Job Sr. Product Marketing Manager Retirement and HR Services at Paychex
Industry Human Resources
Experience
Paychex December 2011 - Present
Independent Consultant May 2010 - December 2011
Plante Moran Financial Advisors January 2006 - March 2009
Credit Suisse January 2004 - June 2005
Sun Life Financial January 2003 - January 2004
Raymond James March 1998 - December 2002
Skills
Employee Benefits, Asset Management, Insurance, 401k, Accounting, Estate Planning, Finance, Financial Services, Hedge Funds, Investments, Life Insurance, Management, Marketing, Pensions, Product Marketing, Program Management, Retirement, Sales Management, Salesforce.com, Start-ups, Strategic Financial..., Strategic Planning, Wealth Management, Mergers & Acquisitions
Education
Cornell University - Johnson Graduate School of Management
Certificate, Marketing Strategy
University of Richmond School of Law 1993 — 1996
Juris Doctorate, Law
Seton Hall University 1986 — 1990
BA, Communications
State University of New York at Buffalo 1987 — 1987
Le Moyne College 1986 — 1986
Pittsford Sutherland 1982 — 1986
Paychex December 2011 - Present
Independent Consultant May 2010 - December 2011
Plante Moran Financial Advisors January 2006 - March 2009
Credit Suisse January 2004 - June 2005
Sun Life Financial January 2003 - January 2004
Raymond James March 1998 - December 2002
Skills
Employee Benefits, Asset Management, Insurance, 401k, Accounting, Estate Planning, Finance, Financial Services, Hedge Funds, Investments, Life Insurance, Management, Marketing, Pensions, Product Marketing, Program Management, Retirement, Sales Management, Salesforce.com, Start-ups, Strategic Financial..., Strategic Planning, Wealth Management, Mergers & Acquisitions
Education
Cornell University - Johnson Graduate School of Management
Certificate, Marketing Strategy
University of Richmond School of Law 1993 — 1996
Juris Doctorate, Law
Seton Hall University 1986 — 1990
BA, Communications
State University of New York at Buffalo 1987 — 1987
Le Moyne College 1986 — 1986
Pittsford Sutherland 1982 — 1986
Amy Butterfield, CFP® Amy Butterfield, CFP®'s Plante Moran Financial Advisors Experience June 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Plante Moran Financial Advisors June 2008 - Present
Skills
Financial Planning, Investments, Wealth Management
Education
Michigan State University 2006 — 2008
Bachelors, Finance
Western Michigan University - Haworth College of Business 2004 — 2006
FH Northern
Plante Moran Financial Advisors June 2008 - Present
Skills
Financial Planning, Investments, Wealth Management
Education
Michigan State University 2006 — 2008
Bachelors, Finance
Western Michigan University - Haworth College of Business 2004 — 2006
FH Northern
David Bogart David Bogart's Plante Moran Financial Advisors Experience February 2010 - August 2011
Job Specialty Investment Banking at Spearhead Capital, LLC
Industry Investment Banking
Experience
Spearhead Capital, LLC January 2013 - Present
Quarton Partners LLC September 2011 - December 2012
Plante Moran Financial Advisors February 2010 - August 2011
UBS Financial Services September 2007 - January 2010
SouthStar Funding and First Magnus Financial August 2005 - August 2007
Turf Systems, Concord Services, Concord Vending, American Vending Sales, Bogart's Antiques March 1986 - July 2006
ANR Pipeline Company July 1982 - February 1986
Skills
Entrepreneurship, Strategic Financial..., Finance, Start-ups, Financial Modeling, Financial Analysis, Forecasting, Investment Banking, Mergers & Acquisitions, Wealth Management, Management, Valuation, Banking, Mergers, Private Equity, Loans, Commercial Lending, Credit Analysis
Education
Walsh College 1992 — 1995
MS, Finance
Michigan State University 1977 — 1981
BS, Engineering Arts
Spearhead Capital, LLC January 2013 - Present
Quarton Partners LLC September 2011 - December 2012
Plante Moran Financial Advisors February 2010 - August 2011
UBS Financial Services September 2007 - January 2010
SouthStar Funding and First Magnus Financial August 2005 - August 2007
Turf Systems, Concord Services, Concord Vending, American Vending Sales, Bogart's Antiques March 1986 - July 2006
ANR Pipeline Company July 1982 - February 1986
Skills
Entrepreneurship, Strategic Financial..., Finance, Start-ups, Financial Modeling, Financial Analysis, Forecasting, Investment Banking, Mergers & Acquisitions, Wealth Management, Management, Valuation, Banking, Mergers, Private Equity, Loans, Commercial Lending, Credit Analysis
Education
Walsh College 1992 — 1995
MS, Finance
Michigan State University 1977 — 1981
BS, Engineering Arts
Lisa Judy, CPA, CFP®'s Plante Moran Financial Advisors Experience June 2002 - Present
Job Relationship Manager at Plante Moran Financial Advisors
Industry Investment Management
Experience
Plante Moran Financial Advisors June 2002 - Present
Arthur Andersen December 1996 - May 2002
Education
Bowling Green State University 1994 — 1996
BSBA, Accounting
Plante Moran Financial Advisors June 2002 - Present
Arthur Andersen December 1996 - May 2002
Education
Bowling Green State University 1994 — 1996
BSBA, Accounting
Kevin Benson, CFA, CFP®'s Plante Moran Financial Advisors Experience June 2004 - Present
Job Relationship Manager at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors June 2004 - Present
Education
Michigan State University 2000 — 2004
Finance
Plante Moran Financial Advisors June 2004 - Present
Education
Michigan State University 2000 — 2004
Finance
Jeremy Kedzior Jeremy Kedzior's Plante Moran Financial Advisors Experience August 2013 - Present
Job Investment Research Analyst
Industry
Experience
Plante Moran Financial Advisors August 2013 - Present
Meritor March 2013 - July 2013
Plante Moran June 2012 - August 2012
Family Home Health Services January 2011 - November 2011
Education
Oakland University 2010 — 2013
Bachelor of Science (B.S.), Finance and Economics
University of Windsor 2008 — 2010
Bachelor of Business Administration (B.B.A.) - Co-op
Plante Moran Financial Advisors August 2013 - Present
Meritor March 2013 - July 2013
Plante Moran June 2012 - August 2012
Family Home Health Services January 2011 - November 2011
Education
Oakland University 2010 — 2013
Bachelor of Science (B.S.), Finance and Economics
University of Windsor 2008 — 2010
Bachelor of Business Administration (B.B.A.) - Co-op
Ryan L. Fedricks, CFA, CFP® Ryan L. Fedricks, CFA, CFP®'s Plante Moran Financial Advisors Experience June 2010 - Present
Job Financial Planner at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors June 2010 - Present
The Society for Applied Investing and Financial Education (SAIFE) April 2009 - June 2011
Applied Technology in Business (ATiB) January 2009 - April 2010
ArvinMeritor April 2009 - August 2009
Education
Oakland University 2005 — 2010
Bachelor of Science Degree, Finance
Rochester High School
Plante Moran Financial Advisors June 2010 - Present
The Society for Applied Investing and Financial Education (SAIFE) April 2009 - June 2011
Applied Technology in Business (ATiB) January 2009 - April 2010
ArvinMeritor April 2009 - August 2009
Education
Oakland University 2005 — 2010
Bachelor of Science Degree, Finance
Rochester High School
Michael Custer Michael Custer's Plante Moran Financial Advisors Experience June 2015 - Present
Job Wealth Management Intern at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors June 2015 - Present
Bellwether Enterprise Real Estate Capital, LLC June 2014 - August 2014
Triad Engineering and Contracting Company May 2013 - August 2013
Skills
Microsoft Office, Writing, Graphic Design, Spanish, Customer Service, Project Management, Strategic Planning, Public Speaking, Event Planning, Social Media, Social Networking, Fundraising, Photoshop, Leadership, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2016
Bachelor's Degree, Finance
The Ohio State University - Department of Economics 2012 — 2016
Economics
Hudson High School 2008 — 2012
Honors Diploma
Plante Moran Financial Advisors June 2015 - Present
Bellwether Enterprise Real Estate Capital, LLC June 2014 - August 2014
Triad Engineering and Contracting Company May 2013 - August 2013
Skills
Microsoft Office, Writing, Graphic Design, Spanish, Customer Service, Project Management, Strategic Planning, Public Speaking, Event Planning, Social Media, Social Networking, Fundraising, Photoshop, Leadership, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2016
Bachelor's Degree, Finance
The Ohio State University - Department of Economics 2012 — 2016
Economics
Hudson High School 2008 — 2012
Honors Diploma
Karin Blackburn's Plante Moran Financial Advisors Experience September 2011 - Present
Job Client Support Specialist
Industry Financial Services
Experience
Plante Moran Financial Advisors September 2011 - Present
JPMorgan Chase March 2005 - August 2012
Gap Inc. September 2004 - February 2005
American Standard April 2002 - April 2003
Skills
Customer Support, Financial Services, Mutual Funds, Microsoft Office, Wealth Management, Phone Etiquette, Cash Handling Experience, Telephone Skills, Greeting, Cashiering, Clerical Skills, Customer Satisfaction, IRAs, Applications, Trusts, Investment Banking, Retail Banking, Fraud Detection, Opening New Accounts
Education
Columbus State Community College
Business Management
Franklin University
Business Administration and Management, General
Plante Moran Financial Advisors September 2011 - Present
JPMorgan Chase March 2005 - August 2012
Gap Inc. September 2004 - February 2005
American Standard April 2002 - April 2003
Skills
Customer Support, Financial Services, Mutual Funds, Microsoft Office, Wealth Management, Phone Etiquette, Cash Handling Experience, Telephone Skills, Greeting, Cashiering, Clerical Skills, Customer Satisfaction, IRAs, Applications, Trusts, Investment Banking, Retail Banking, Fraud Detection, Opening New Accounts
Education
Columbus State Community College
Business Management
Franklin University
Business Administration and Management, General
Scott Slater Scott Slater's Plante Moran Financial Advisors Experience September 2005 - February 2011
Job Financial Analyst at State of Michigan
Industry Government Administration
Experience
State of Michigan January 2013 - Present
State of Michigan June 2012 - January 2013
Plante Moran Financial Advisors September 2005 - February 2011
Michigan Army National Guard April 2005 - September 2005
McGladrey 2001 - 2005
US Army February 1995 - December 1999
US Army September 1992 - January 1995
Skills
Financial Analysis, Financial Reporting, Accounting, Internal Controls, Auditing, Tax, QuickBooks, Tax Preparation, GAAP, Accounts Payable, Account Reconciliation, Assurance, Financial Accounting, Microsoft Excel, Microsoft Word, Strategic Financial..., Microsoft Office, Income Tax, Corporate Tax, Process Improvement
Education
Davenport University 2013 — 2015
Master of Business Administration (MBA), Accounting
Davenport University 2011 — 2012
Bachelor's degree in Dec 2012, Accounting
University of Maryland University College 1994 — 2008
None, 63 credit hours, Accounting
Oregon Senior High School 1988 — 1992
Diploma, College Prep
State of Michigan January 2013 - Present
State of Michigan June 2012 - January 2013
Plante Moran Financial Advisors September 2005 - February 2011
Michigan Army National Guard April 2005 - September 2005
McGladrey 2001 - 2005
US Army February 1995 - December 1999
US Army September 1992 - January 1995
Skills
Financial Analysis, Financial Reporting, Accounting, Internal Controls, Auditing, Tax, QuickBooks, Tax Preparation, GAAP, Accounts Payable, Account Reconciliation, Assurance, Financial Accounting, Microsoft Excel, Microsoft Word, Strategic Financial..., Microsoft Office, Income Tax, Corporate Tax, Process Improvement
Education
Davenport University 2013 — 2015
Master of Business Administration (MBA), Accounting
Davenport University 2011 — 2012
Bachelor's degree in Dec 2012, Accounting
University of Maryland University College 1994 — 2008
None, 63 credit hours, Accounting
Oregon Senior High School 1988 — 1992
Diploma, College Prep
Jim Ray, CPA, CFP®, CIMA®, CPWA®'s Plante Moran Financial Advisors Experience 2005 - 2009
Job Wealth Advisor at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group August 2014 - Present
Fifth Third Bank 2010 - August 2014
Plante Moran Financial Advisors 2005 - 2009
Morgan Stanley Smith Barney 2003 - 2005
KPMG US 2000 - 2003
Skills
Retirement Planning, Wealth Management, Investment Advisory, Series 7, Asset Allocation, Wealth Management..., Investment Strategies, Estate Planning, Uniform Combined State..., 401k, High Net Worth..., Retirement, Trust Services, IRAs, Series 63, Mutual Funds, Investments, Investment Management, Alternative Investments, Portfolio Management, Financial Planners, Asset Management, Fixed Annuities, Wealth, Series 6, Life Insurance, Long-term Care, Separately Managed..., Private Banking, Relationship Management, Trusts, Tax, Series 65, Certified Financial..., 401k Rollovers, FINRA, Wealth Accumulation, Banking, Estate Tax Planning, Risk Management, Financial Services, Securities, Financial Advisory, Finance, Strategic Financial..., Variable Annuities
Education
University of Louisville 1990 — 1993
Bachelor of Business Administration (BBA), Accounting
Saint xavier highschool 1983 — 1987
BMO Financial Group August 2014 - Present
Fifth Third Bank 2010 - August 2014
Plante Moran Financial Advisors 2005 - 2009
Morgan Stanley Smith Barney 2003 - 2005
KPMG US 2000 - 2003
Skills
Retirement Planning, Wealth Management, Investment Advisory, Series 7, Asset Allocation, Wealth Management..., Investment Strategies, Estate Planning, Uniform Combined State..., 401k, High Net Worth..., Retirement, Trust Services, IRAs, Series 63, Mutual Funds, Investments, Investment Management, Alternative Investments, Portfolio Management, Financial Planners, Asset Management, Fixed Annuities, Wealth, Series 6, Life Insurance, Long-term Care, Separately Managed..., Private Banking, Relationship Management, Trusts, Tax, Series 65, Certified Financial..., 401k Rollovers, FINRA, Wealth Accumulation, Banking, Estate Tax Planning, Risk Management, Financial Services, Securities, Financial Advisory, Finance, Strategic Financial..., Variable Annuities
Education
University of Louisville 1990 — 1993
Bachelor of Business Administration (BBA), Accounting
Saint xavier highschool 1983 — 1987
Ryan Knabusch Ryan Knabusch's Plante Moran Financial Advisors Experience March 2015 - Present
Job Financial Planner/Consultant at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors March 2015 - Present
Monroe Bank & Trust November 2013 - February 2015
Monroe County Youth Center July 2005 - October 2013
Environmental Recycling Group May 2008 - August 2010
Kroger June 2004 - July 2006
Education
University of Toledo 2010 — 2012
Master of Business Administration (MBA), Finance
Eastern Michigan University 2004 — 2008
Bachelor, Business Administration; Major: Marketing Minor: Criminology
Plante Moran Financial Advisors March 2015 - Present
Monroe Bank & Trust November 2013 - February 2015
Monroe County Youth Center July 2005 - October 2013
Environmental Recycling Group May 2008 - August 2010
Kroger June 2004 - July 2006
Education
University of Toledo 2010 — 2012
Master of Business Administration (MBA), Finance
Eastern Michigan University 2004 — 2008
Bachelor, Business Administration; Major: Marketing Minor: Criminology
Sany Bilani Sany Bilani's Plante Moran Financial Advisors Experience September 2012 - May 2013
Job Analyst
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
Plante Moran Financial Advisors September 2012 - May 2013
Telemus Capital Partners August 2009 - October 2012
Caribou Coffee September 2007 - July 2009
Majed Moughni Law Office May 2008 - August 2008
Florian Dental June 2005 - September 2007
Skills
Finance, Series 7, Portfolio Management, Mutual Funds, Trading, Fixed Income, Equities, Microsoft Excel, Investments, Microsoft Office, Financial Analysis, Analysis, Financial Modeling, Asset Management, Risk Management, Bloomberg, Asset Allocation, Public Speaking, Financial Planning, Wealth Management
Education
University of Michigan-Dearborn 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management
University of Michigan
University of Michigan
Bachelor of Science, Business Administration
Raymond James Financial Inc. October 2013 - Present
Plante Moran Financial Advisors September 2012 - May 2013
Telemus Capital Partners August 2009 - October 2012
Caribou Coffee September 2007 - July 2009
Majed Moughni Law Office May 2008 - August 2008
Florian Dental June 2005 - September 2007
Skills
Finance, Series 7, Portfolio Management, Mutual Funds, Trading, Fixed Income, Equities, Microsoft Excel, Investments, Microsoft Office, Financial Analysis, Analysis, Financial Modeling, Asset Management, Risk Management, Bloomberg, Asset Allocation, Public Speaking, Financial Planning, Wealth Management
Education
University of Michigan-Dearborn 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management
University of Michigan
University of Michigan
Bachelor of Science, Business Administration
Clark Holmes, CFA Clark Holmes, CFA's Plante Moran Financial Advisors Experience June 2009 - August 2009
Job Analyst at Bloomberg L.P.
Industry Capital Markets
Experience
Bloomberg LP May 2012 - Present
Bloomberg LP June 2010 - May 2012
MSU Finance Association May 2009 - May 2010
Eli Broad College of Business August 2006 - May 2010
Plante Moran Financial Advisors June 2009 - August 2009
Skills
Bloomberg Terminal, Bloomberg Data License, Capital Markets, Credit Analysis, Public Speaking, Financial Analysis, Fixed Income, Equities, Wealth Management, Derivatives, Microsoft Excel, API
Education
Michigan State University 2006 — 2010
Finance, Honors
Bloomberg LP May 2012 - Present
Bloomberg LP June 2010 - May 2012
MSU Finance Association May 2009 - May 2010
Eli Broad College of Business August 2006 - May 2010
Plante Moran Financial Advisors June 2009 - August 2009
Skills
Bloomberg Terminal, Bloomberg Data License, Capital Markets, Credit Analysis, Public Speaking, Financial Analysis, Fixed Income, Equities, Wealth Management, Derivatives, Microsoft Excel, API
Education
Michigan State University 2006 — 2010
Finance, Honors
Raymond C. Celaya, CFA, CFP® Raymond C. Celaya, CFA, CFP®'s Plante Moran Financial Advisors Experience February 2005 - Present
Job Relationship Manager at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors February 2005 - Present
P&M Corporate Finance - PMCF August 2003 - February 2005
Skills
Chartered Financial..., Certified Financial..., Strategic Financial..., Wealth Management, Estate Planning, Investments, High Net Worth..., Asset Allocation, Portfolio Management, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Lake Zurich High School 1995 — 1999
Plante Moran Financial Advisors February 2005 - Present
P&M Corporate Finance - PMCF August 2003 - February 2005
Skills
Chartered Financial..., Certified Financial..., Strategic Financial..., Wealth Management, Estate Planning, Investments, High Net Worth..., Asset Allocation, Portfolio Management, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Lake Zurich High School 1995 — 1999
James Duronio, MSF, CAIA, CIMA®, AIF®'s Plante Moran Financial Advisors Experience March 2001 - March 2007
Job Investment Manager and Financial Advisor at LJPR Financial Advisors
Industry Financial Services
Experience
LJPR Financial Advisors September 2013 - Present
Raymond James Financial Inc./Stephens Wealth Management Group March 2013 - September 2013
J.P. Morgan July 2010 - March 2013
Mutual Fund Management Co. April 2007 - July 2010
Plante Moran Financial Advisors March 2001 - March 2007
Skills
Alternative Investments, Investments, Portfolio Management, Securities, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Asset Management, Series 7, Financial Analysis, Retirement Planning, Investment Strategies, Asset Managment, Capital Markets, Due Diligence, Strategic Financial..., Separately Managed..., Investment Management, 401k, Financial Advisory, Credit, Financial Services, Retirement, Team Building, Bloomberg, Private Equity, High Net Worth..., Bonds, Valuation, ETFs, Hedge Funds, Uniform Combined State..., Estate Planning, Series 65, Equity Research, Fixed Income, Series 63, Financial Modeling, Equities, Strategy, Analysis, Wealth Management..., Endowments and..., Financial Planning
Education
Walsh College
MS
Oakland University
BS
LJPR Financial Advisors September 2013 - Present
Raymond James Financial Inc./Stephens Wealth Management Group March 2013 - September 2013
J.P. Morgan July 2010 - March 2013
Mutual Fund Management Co. April 2007 - July 2010
Plante Moran Financial Advisors March 2001 - March 2007
Skills
Alternative Investments, Investments, Portfolio Management, Securities, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Asset Management, Series 7, Financial Analysis, Retirement Planning, Investment Strategies, Asset Managment, Capital Markets, Due Diligence, Strategic Financial..., Separately Managed..., Investment Management, 401k, Financial Advisory, Credit, Financial Services, Retirement, Team Building, Bloomberg, Private Equity, High Net Worth..., Bonds, Valuation, ETFs, Hedge Funds, Uniform Combined State..., Estate Planning, Series 65, Equity Research, Fixed Income, Series 63, Financial Modeling, Equities, Strategy, Analysis, Wealth Management..., Endowments and..., Financial Planning
Education
Walsh College
MS
Oakland University
BS
Leah Slazinski's Plante Moran Financial Advisors Experience June 2015 - August 2015
Job PeertoPeer Counselor for School of Business Administration at Oakland University
Industry Financial Services
Experience
Oakland University School of Business Administration August 2015 - Present
Plante Moran Financial Advisors June 2015 - August 2015
Oakland University Office of Legal Affairs November 2013 - June 2015
Rochester Soccer Club April 2014 - July 2014
Traffic Improvement Association of Michigan January 2013 - December 2013
Mezza Mediterranean Grille May 2012 - August 2013
Tower Pizza August 2011 - December 2011
Oak Management March 2010 - September 2010
Skills
Microsoft Word, Microsoft Excel, Adobe Acrobat, Microsoft PowerPoint, Microsoft Publisher, Microsoft Access, Charles Schwab Client..., Advent Portfolio..., Tamarac Advisor..., Resume Writing, Clerical Skills, Public Speaking, Youth Recreational...
Education
Oakland University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, 3.58 GPA
Oakland University 2012 — 2016
Minor, Spanish Language and Literature
University of Oxford 2013 — 2013
Medieval and Renaissance Studies, 3.6 GPA
Oakland University School of Business Administration August 2015 - Present
Plante Moran Financial Advisors June 2015 - August 2015
Oakland University Office of Legal Affairs November 2013 - June 2015
Rochester Soccer Club April 2014 - July 2014
Traffic Improvement Association of Michigan January 2013 - December 2013
Mezza Mediterranean Grille May 2012 - August 2013
Tower Pizza August 2011 - December 2011
Oak Management March 2010 - September 2010
Skills
Microsoft Word, Microsoft Excel, Adobe Acrobat, Microsoft PowerPoint, Microsoft Publisher, Microsoft Access, Charles Schwab Client..., Advent Portfolio..., Tamarac Advisor..., Resume Writing, Clerical Skills, Public Speaking, Youth Recreational...
Education
Oakland University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, 3.58 GPA
Oakland University 2012 — 2016
Minor, Spanish Language and Literature
University of Oxford 2013 — 2013
Medieval and Renaissance Studies, 3.6 GPA
Jack Shepperly Jack Shepperly's Plante Moran Financial Advisors Experience 2008 - 2010
Job Experienced Leader, Managed Multiple Teams, Effective Decision Maker
Industry Public Safety
Experience
Plante & Moran, PLLC 2008 - 2010
Plante Moran Financial Advisors 2008 - 2010
Morgan Stanley Smith Barney 2005 - 2006
Battle Creek Police Department 1979 - 2004
Skills
Crisis Management, Systems Analysis, Public Relations
Education
Michigan State University College of Law 1999 — 2004
Juris Doctor Cum Laude, Law
Western Michigan University 1993 — 1995
Masters Degree, Public Administration
Plante & Moran, PLLC 2008 - 2010
Plante Moran Financial Advisors 2008 - 2010
Morgan Stanley Smith Barney 2005 - 2006
Battle Creek Police Department 1979 - 2004
Skills
Crisis Management, Systems Analysis, Public Relations
Education
Michigan State University College of Law 1999 — 2004
Juris Doctor Cum Laude, Law
Western Michigan University 1993 — 1995
Masters Degree, Public Administration
Dori J. Drayton, CPA, CFP® Dori J. Drayton, CPA, CFP®'s Plante Moran Financial Advisors Experience December 1998 - Present
Job Partner, Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors December 1998 - Present
Amway Corporation 1992 - 1998
BDO Seidman, LLP 1988 - 1992
Skills
Advanced portfolio...
Education
Michigan State University 1984 — 1988
Plante Moran Financial Advisors December 1998 - Present
Amway Corporation 1992 - 1998
BDO Seidman, LLP 1988 - 1992
Skills
Advanced portfolio...
Education
Michigan State University 1984 — 1988
Lauren Trail, CFP ® Lauren Trail, CFP ®'s Plante Moran Financial Advisors Experience June 2008 - September 2013
Job Associate Marketing Manager at Stryker Medical
Industry Financial Services
Experience
Stryker Medical March 2015 - Present
Stryker Medical September 2013 - March 2015
Plante Moran Financial Advisors June 2008 - September 2013
Education
CFP
Certified Financial Planner
Michigan State University 2005 — 2009
Bachelor of Arts:Michigan State University, Finance
Stryker Medical March 2015 - Present
Stryker Medical September 2013 - March 2015
Plante Moran Financial Advisors June 2008 - September 2013
Education
CFP
Certified Financial Planner
Michigan State University 2005 — 2009
Bachelor of Arts:Michigan State University, Finance
Jeremy Tollas, QPFC Jeremy Tollas, QPFC's Plante Moran Financial Advisors Experience February 2008 - Present
Job Financial Advisor at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors February 2008 - Present
Edward Jones January 2006 - December 2008
Education
Michigan State University 2001 — 2005
BA, Finance
Plante Moran Financial Advisors February 2008 - Present
Edward Jones January 2006 - December 2008
Education
Michigan State University 2001 — 2005
BA, Finance
Jennifer LaVictoire Jennifer LaVictoire's Plante Moran Financial Advisors Experience September 2007 - August 2012
Job Learning Consultant at Plante Moran
Industry Human Resources
Experience
Plante Moran January 2015 - Present
Plante Moran October 2012 - December 2014
Plante Moran Financial Advisors September 2007 - August 2012
Connecting Neighbors August 2005 - September 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, SharePoint, Marketing, Event Planning, PowerPoint, Outlook, Customer Service, Data Analysis
Education
Michigan State University 2002 — 2005
Bachelor of Arts (BA), Advertising
Plante Moran January 2015 - Present
Plante Moran October 2012 - December 2014
Plante Moran Financial Advisors September 2007 - August 2012
Connecting Neighbors August 2005 - September 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, SharePoint, Marketing, Event Planning, PowerPoint, Outlook, Customer Service, Data Analysis
Education
Michigan State University 2002 — 2005
Bachelor of Arts (BA), Advertising
Brad Filips Brad Filips's Plante Moran Financial Advisors Experience 2008 - 2011
Job Fixed Income Analyst Credit Research, Corporate Bonds at Munder Capital Management
Industry Investment Management
Experience
Munder Capital Management April 2011 - Present
Plante Moran Financial Advisors 2008 - 2011
Quicken Loans 2007 - 2008
Northwestern Mutual June 2006 - September 2006
Skills
Bonds, Portfolio Management, Investments, Asset Management, Financial Analysis, Equities, Marketing Strategy, Risk Management, Wealth Management, Financial Planning, Mutual Funds, Outlook, Marketing Communications, PowerPoint, Word, Excel, Microsoft Word, Microsoft Excel, Finance, Fixed Income, Due Diligence, Securities, Bloomberg, Financial Advisory, Credit, Financial Modeling, Asset Allocation, Credit Analysis, Equity Research, Investment Strategies, Alternative Investments
Education
Northern Michigan University 2002 — 2007
Bachelor's Degree, Major: Finance Minor: Art & Design
Detroit Catholic Central High School 1998 — 2002
High School Diploma
Munder Capital Management April 2011 - Present
Plante Moran Financial Advisors 2008 - 2011
Quicken Loans 2007 - 2008
Northwestern Mutual June 2006 - September 2006
Skills
Bonds, Portfolio Management, Investments, Asset Management, Financial Analysis, Equities, Marketing Strategy, Risk Management, Wealth Management, Financial Planning, Mutual Funds, Outlook, Marketing Communications, PowerPoint, Word, Excel, Microsoft Word, Microsoft Excel, Finance, Fixed Income, Due Diligence, Securities, Bloomberg, Financial Advisory, Credit, Financial Modeling, Asset Allocation, Credit Analysis, Equity Research, Investment Strategies, Alternative Investments
Education
Northern Michigan University 2002 — 2007
Bachelor's Degree, Major: Finance Minor: Art & Design
Detroit Catholic Central High School 1998 — 2002
High School Diploma
Allesandro Dutta Allesandro Dutta's Plante Moran Financial Advisors Experience 2015 - Present
Job Financial Advisor at Plante Moran Financial Advisors
Industry Higher Education
Experience
Plante Moran Financial Advisors 2015 - Present
Michigan State University September 2013 - Present
Michigan State University September 2013 - Present
Associated Students of Michigan State University August 2011 - Present
Michigan State University January 2011 - Present
Capuchin Soup Kitchen January 2009 - Present
Plante Moran June 2014 - August 2014
Grosse Pointe Department of Public Works June 2012 - August 2012
Varsity Athlete January 2009 - January 2011
Grosse Pointe North January 2009 - January 2011
Skills
Facebook, Time Management, Social Media, Critical Thinking, Team Leadership, PowerPoint, Microsoft Office, Teamwork, Event Planning, Social Networking, Photoshop, Leadership, Microsoft Excel, Microsoft Word, Research, Public Speaking, Customer Service, Social Media Marketing
Education
Michigan State University - The Eli Broad Graduate School of Management 2013 — 2015
Bachelor's degree, Finance, General
Michigan State University 2011 — 2015
Finance and Financial Management Services
Grosse Pointe Woods 2007 — 2011
High School Diploma
Plante Moran Financial Advisors 2015 - Present
Michigan State University September 2013 - Present
Michigan State University September 2013 - Present
Associated Students of Michigan State University August 2011 - Present
Michigan State University January 2011 - Present
Capuchin Soup Kitchen January 2009 - Present
Plante Moran June 2014 - August 2014
Grosse Pointe Department of Public Works June 2012 - August 2012
Varsity Athlete January 2009 - January 2011
Grosse Pointe North January 2009 - January 2011
Skills
Facebook, Time Management, Social Media, Critical Thinking, Team Leadership, PowerPoint, Microsoft Office, Teamwork, Event Planning, Social Networking, Photoshop, Leadership, Microsoft Excel, Microsoft Word, Research, Public Speaking, Customer Service, Social Media Marketing
Education
Michigan State University - The Eli Broad Graduate School of Management 2013 — 2015
Bachelor's degree, Finance, General
Michigan State University 2011 — 2015
Finance and Financial Management Services
Grosse Pointe Woods 2007 — 2011
High School Diploma
Jason Ruud, CPA Jason Ruud, CPA's Plante Moran Financial Advisors Experience March 2015 - Present
Job Financial Advisor at Plante Moran Financial Advisors
Industry Accounting
Experience
Plante Moran Financial Advisors March 2015 - Present
Ernst & Young October 2012 - March 2015
EY May 2014 - July 2014
Ernst & Young September 2010 - November 2012
Code Blue Corporation June 2007 - August 2010
Ernst & Young June 2009 - August 2009
Education
Hope College 2006 — 2010
BA, Accounting -CPA
Plante Moran Financial Advisors March 2015 - Present
Ernst & Young October 2012 - March 2015
EY May 2014 - July 2014
Ernst & Young September 2010 - November 2012
Code Blue Corporation June 2007 - August 2010
Ernst & Young June 2009 - August 2009
Education
Hope College 2006 — 2010
BA, Accounting -CPA
Anthony J. Belloli, CFP®, CTFA®, CIMA® Anthony J. Belloli, CFP®, CTFA®, CIMA®'s Plante Moran Financial Advisors Experience May 2002 - September 2009
Job Partner and Senior Trust Officer at Plante Moran Trust
Industry Financial Services
Experience
Plante Moran Trust July 2015 - Present
Plante Moran Trust September 2009 - Present
Plante Moran Financial Advisors May 2002 - September 2009
Skills
High Net Worth..., Trusts, Estate Tax Planning, Income Tax, Investment Management, Estate Law, Wealth Management, Strategic Financial..., Estate Planning, Financial Analysis, Asset Allocation, Investments, Tax, Charitable Trusts, Accounting, Retirement, Asset Managment, Financial Modeling, Financial Reporting, 401k
Education
Wayne State University 2003 — 2005
MBA
Oakland University 1999 — 2002
Business, Finance
Plante Moran Trust July 2015 - Present
Plante Moran Trust September 2009 - Present
Plante Moran Financial Advisors May 2002 - September 2009
Skills
High Net Worth..., Trusts, Estate Tax Planning, Income Tax, Investment Management, Estate Law, Wealth Management, Strategic Financial..., Estate Planning, Financial Analysis, Asset Allocation, Investments, Tax, Charitable Trusts, Accounting, Retirement, Asset Managment, Financial Modeling, Financial Reporting, 401k
Education
Wayne State University 2003 — 2005
MBA
Oakland University 1999 — 2002
Business, Finance
James Hankenhof James Hankenhof's Plante Moran Financial Advisors Experience August 2012 - Present
Job Advisor at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors August 2012 - Present
Flyer Enterprises March 2010 - May 2012
Plante & Moran, PLLC June 2011 - August 2011
Marathon Petroleum Company May 2010 - August 2010
Flyer Enterprises March 2009 - March 2010
Jimmy's Lawn Care May 2000 - August 2008
Skills
Accounting, Financial Planning, Portfolio Management, Excel, VBA, Microsoft Office
Education
University of Dayton 2007 — 2012
BS/MBA, Finance and Accounting
Plante Moran Financial Advisors August 2012 - Present
Flyer Enterprises March 2010 - May 2012
Plante & Moran, PLLC June 2011 - August 2011
Marathon Petroleum Company May 2010 - August 2010
Flyer Enterprises March 2009 - March 2010
Jimmy's Lawn Care May 2000 - August 2008
Skills
Accounting, Financial Planning, Portfolio Management, Excel, VBA, Microsoft Office
Education
University of Dayton 2007 — 2012
BS/MBA, Finance and Accounting
Chad Soukup, CPA, CFP® Chad Soukup, CPA, CFP®'s Plante Moran Financial Advisors Experience 2007 - January 2012
Job Senior Financial Advisor at Plante Moran Financial Advisors
Industry Investment Management
Experience
Plante Moran September 2007 - Present
Plante Moran Financial Advisors 2007 - January 2012
Skills
Wealth Management, High Net Worth..., Investments, Investment Advisory, Financial Planning, Estate Planning, Retirement, Asset Management, Portfolio Management, Excel
Education
Grand Valley State University 2006 — 2007
MBA, Finance & Accounting Emphasis
Grand Valley State University 2002 — 2007
BBA, Accounting
Chesaning High School
Plante Moran September 2007 - Present
Plante Moran Financial Advisors 2007 - January 2012
Skills
Wealth Management, High Net Worth..., Investments, Investment Advisory, Financial Planning, Estate Planning, Retirement, Asset Management, Portfolio Management, Excel
Education
Grand Valley State University 2006 — 2007
MBA, Finance & Accounting Emphasis
Grand Valley State University 2002 — 2007
BBA, Accounting
Chesaning High School
Dana Dawe, CAMS's Plante Moran Financial Advisors Experience March 2005 - October 2006
Job Senior Compliance Consultant at Warner Norcross & Judd, LLP
Industry Financial Services
Experience
Warner Norcross & Judd LLP January 2010 - Present
Dawe Compliance Consulting Services October 2006 - December 2009
P&M Corporate Finance August 2004 - October 2007
Plante Moran Financial Advisors March 2005 - October 2006
Plante Moran Insurance Services March 2005 - October 2006
Associated Investment Services November 2002 - December 2003
Old Kent Securities Corporation August 1997 - April 2001
Lyon Street Asset Management Company August 1997 - April 2001
First of America Bank Corp. 1992 - 1997
Skills
Due Diligence, Hedge Funds, Mutual Funds, Securities, Series 7, FINRA, SEC, Insurance, Risk Management, Private Placements, Investments, Strategic Financial..., Asset Management, Financial Services, Corporate Governance, Financial Risk, Capital Markets, Securities Regulation, Investment Advisory, Mergers & Acquisitions, Corporate Law, Alternative Investments, AML, Series 63, Wealth Management
Education
Michigan State University
Bachelor of Arts (B.A.), Social Science
Warner Norcross & Judd LLP January 2010 - Present
Dawe Compliance Consulting Services October 2006 - December 2009
P&M Corporate Finance August 2004 - October 2007
Plante Moran Financial Advisors March 2005 - October 2006
Plante Moran Insurance Services March 2005 - October 2006
Associated Investment Services November 2002 - December 2003
Old Kent Securities Corporation August 1997 - April 2001
Lyon Street Asset Management Company August 1997 - April 2001
First of America Bank Corp. 1992 - 1997
Skills
Due Diligence, Hedge Funds, Mutual Funds, Securities, Series 7, FINRA, SEC, Insurance, Risk Management, Private Placements, Investments, Strategic Financial..., Asset Management, Financial Services, Corporate Governance, Financial Risk, Capital Markets, Securities Regulation, Investment Advisory, Mergers & Acquisitions, Corporate Law, Alternative Investments, AML, Series 63, Wealth Management
Education
Michigan State University
Bachelor of Arts (B.A.), Social Science
Peter Konyndyk Peter Konyndyk's Plante Moran Financial Advisors Experience August 2015 - Present
Job Financial Advisor at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors August 2015 - Present
Tutoring Services/ Student Athlete Services October 2014 - May 2015
Central Michigan Club Soccer August 2011 - May 2015
Association for Corporate Growth January 2015 - February 2015
Central Michigan University Campus Dining August 2011 - October 2014
Plante Moran Financial Advisors June 2014 - August 2014
Unist Lubrication Systems August 2011 - May 2014
Walt Disney World February 2012 - August 2012
Harder and Warner Landscape and Construction May 2011 - August 2011
Skills
Leadership, Time Management, Customer Service, Financial Analysis, Team Building, Microsoft Excel, Public Speaking, Teamwork, Social Media, Community Outreach, Leadership Development, Outlook, Microsoft Office, PowerPoint
Education
Central Michigan University 2010 — 2015
Bachelor of Science (B.S.) in Business Adminstration, Major in Finance, Minor in Spanish
Pontificia Universidad Católica de Chile
Spanish
Plante Moran Financial Advisors August 2015 - Present
Tutoring Services/ Student Athlete Services October 2014 - May 2015
Central Michigan Club Soccer August 2011 - May 2015
Association for Corporate Growth January 2015 - February 2015
Central Michigan University Campus Dining August 2011 - October 2014
Plante Moran Financial Advisors June 2014 - August 2014
Unist Lubrication Systems August 2011 - May 2014
Walt Disney World February 2012 - August 2012
Harder and Warner Landscape and Construction May 2011 - August 2011
Skills
Leadership, Time Management, Customer Service, Financial Analysis, Team Building, Microsoft Excel, Public Speaking, Teamwork, Social Media, Community Outreach, Leadership Development, Outlook, Microsoft Office, PowerPoint
Education
Central Michigan University 2010 — 2015
Bachelor of Science (B.S.) in Business Adminstration, Major in Finance, Minor in Spanish
Pontificia Universidad Católica de Chile
Spanish
Jessica (Hawthorne) Willis Jessica (Hawthorne) Willis's Plante Moran Financial Advisors Experience November 2004 - October 2013
Job Executive Director at Pointe Capital Management
Industry Investment Management
Experience
Pointe Capital Management November 2013 - Present
Plante Moran Financial Advisors November 2004 - October 2013
MacGregor Associates March 2001 - October 2004
Skills
Investments, Real Estate, Mutual Funds, Strategy, Estate Planning, Portfolio Management, Wealth Management, High Net Worth..., Investment Strategies, Finance, Investment Management, Securities, Asset Management, Asset Allocation
Education
Quinlan School of Business, Loyola University Chicago 2000 — 2001
MBA, Economics, International Business
University of Michigan 1996 — 2000
BS Organizational Behavior, Spanish Language and Literature
Universidad de Salamanca 1997 — 2000
Summer Study Abroad Programs, Language, Literature, Culture
Pointe Capital Management November 2013 - Present
Plante Moran Financial Advisors November 2004 - October 2013
MacGregor Associates March 2001 - October 2004
Skills
Investments, Real Estate, Mutual Funds, Strategy, Estate Planning, Portfolio Management, Wealth Management, High Net Worth..., Investment Strategies, Finance, Investment Management, Securities, Asset Management, Asset Allocation
Education
Quinlan School of Business, Loyola University Chicago 2000 — 2001
MBA, Economics, International Business
University of Michigan 1996 — 2000
BS Organizational Behavior, Spanish Language and Literature
Universidad de Salamanca 1997 — 2000
Summer Study Abroad Programs, Language, Literature, Culture
Molly Hayes Molly Hayes's Plante Moran Financial Advisors Experience April 2006 - October 2014
Job Senior Administrative Assistant at Towers Watson
Industry Human Resources
Experience
Towers Watson November 2014 - Present
Plante Moran Financial Advisors April 2006 - October 2014
Preview Properties.com 2003 - 2004
Emplex Corporation 1990 - 2003
Plante Moran 1985 - 1988
Skills
Executive Support, Outlook, Microsoft Word, PowerPoint, Microsoft Excel, English grammar, Punctuation, Editing, Creative Writing, Confidentiality, Integrity, Self-confidence, Versatility, Adaptability, Creativity, High Energy Level, Friendliness, Positive Can-do Attitude, Communication Skills, Multi Tasking, Travel Planning, Meeting Scheduling, Business Correspondence, Invoicing, Expenses, Customer Support, Event Planning, Pipeline Management, Organization, Telephone Manner, Task Management, Staff Development, Building Relationships, Team Building, Mentoring Of Staff, Supply Management, Data Entry
Education
University of Michigan-Flint
BA, Spanish, 3.9 - High Honors
University of Michigan-Dearborn
Mathematics, 3.9
Dallas County Community College
Mathematics, 4.0
Austin Community College
Mathematics, 4.0
Texas Christian University
General Studies
Towers Watson November 2014 - Present
Plante Moran Financial Advisors April 2006 - October 2014
Preview Properties.com 2003 - 2004
Emplex Corporation 1990 - 2003
Plante Moran 1985 - 1988
Skills
Executive Support, Outlook, Microsoft Word, PowerPoint, Microsoft Excel, English grammar, Punctuation, Editing, Creative Writing, Confidentiality, Integrity, Self-confidence, Versatility, Adaptability, Creativity, High Energy Level, Friendliness, Positive Can-do Attitude, Communication Skills, Multi Tasking, Travel Planning, Meeting Scheduling, Business Correspondence, Invoicing, Expenses, Customer Support, Event Planning, Pipeline Management, Organization, Telephone Manner, Task Management, Staff Development, Building Relationships, Team Building, Mentoring Of Staff, Supply Management, Data Entry
Education
University of Michigan-Flint
BA, Spanish, 3.9 - High Honors
University of Michigan-Dearborn
Mathematics, 3.9
Dallas County Community College
Mathematics, 4.0
Austin Community College
Mathematics, 4.0
Texas Christian University
General Studies
Bryce P. Jenney's Plante Moran Financial Advisors Experience August 2012 - Present
Job Advisor at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors August 2012 - Present
Skills
High Net Worth..., Investment Strategies, Wealth Management..., Income Tax, Strategic Financial..., Investments
Education
Michigan State University 2009 — 2012
Bachelor of Arts, Finance
Plante Moran Financial Advisors August 2012 - Present
Skills
High Net Worth..., Investment Strategies, Wealth Management..., Income Tax, Strategic Financial..., Investments
Education
Michigan State University 2009 — 2012
Bachelor of Arts, Finance
Trevor VanderHart's Plante Moran Financial Advisors Experience June 2013 - March 2014
Job Loquidity
Industry Investment Management
Experience
Plante Moran Financial Advisors June 2013 - March 2014
Waddell & Reed May 2012 - June 2013
Edward Jones August 2011 - July 2012
Holland Board of Public Works May 2011 - October 2011
Watermark Country Club May 2009 - August 2010
Broadmoor Motors June 2006 - June 2008
Education
Hope College 2008 — 2012
Bachelor's, Management and Economics
Plante Moran Financial Advisors June 2013 - March 2014
Waddell & Reed May 2012 - June 2013
Edward Jones August 2011 - July 2012
Holland Board of Public Works May 2011 - October 2011
Watermark Country Club May 2009 - August 2010
Broadmoor Motors June 2006 - June 2008
Education
Hope College 2008 — 2012
Bachelor's, Management and Economics
Joseph Boch Joseph Boch's Plante Moran Financial Advisors Experience March 2015 - Present
Job Trader Assistant at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors March 2015 - Present
MPI Research July 2013 - March 2015
Mercantile Bank of Michigan February 2011 - April 2013
Education
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Business Economics
Universidad de Deusto 2012 — 2012
GVSU Study Abroad
Gladstone High School
Plante Moran Financial Advisors March 2015 - Present
MPI Research July 2013 - March 2015
Mercantile Bank of Michigan February 2011 - April 2013
Education
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Business Economics
Universidad de Deusto 2012 — 2012
GVSU Study Abroad
Gladstone High School
Jennifer Cooper Jennifer Cooper's Plante Moran Financial Advisors Experience February 2012 - March 2012
Job VP, Director Bankcard Compliance at Fifth Third
Industry Banking
Experience
Fifth Third Bank August 2015 - Present
Huntington National Bank July 2014 - July 2015
Huntington National Bank December 2012 - July 2014
Huntington National Bank March 2012 - December 2012
Plante Moran Financial Advisors February 2012 - March 2012
Alliance Data April 2001 - November 2011
Alliance Data June 1996 - April 2001
Skills
Credit, Compliance Review, Compliance, Credit Cards, OFAC, Bank Secrecy Act, Compliance Training, USA PATRIOT Act, Regulatory Risk, AML, FCRA, Compliance Audits, Risk Management, TILA, ECOA, eSign, Compliance Program..., Collaboration Solutions, Compliance Regulations, Auditing, Loans, Fraud, Regulations, Quality Auditing, Banking, Debit Cards, Payments, Retail Banking, Consumer Lending, Risk Analysis, Electronic Payments, Anti Money Laundering, Customer Service
Education
The Ohio State University 1997 — 2000
B.A., Psychology
Fifth Third Bank August 2015 - Present
Huntington National Bank July 2014 - July 2015
Huntington National Bank December 2012 - July 2014
Huntington National Bank March 2012 - December 2012
Plante Moran Financial Advisors February 2012 - March 2012
Alliance Data April 2001 - November 2011
Alliance Data June 1996 - April 2001
Skills
Credit, Compliance Review, Compliance, Credit Cards, OFAC, Bank Secrecy Act, Compliance Training, USA PATRIOT Act, Regulatory Risk, AML, FCRA, Compliance Audits, Risk Management, TILA, ECOA, eSign, Compliance Program..., Collaboration Solutions, Compliance Regulations, Auditing, Loans, Fraud, Regulations, Quality Auditing, Banking, Debit Cards, Payments, Retail Banking, Consumer Lending, Risk Analysis, Electronic Payments, Anti Money Laundering, Customer Service
Education
The Ohio State University 1997 — 2000
B.A., Psychology
Stefan Buchanan's Plante Moran Financial Advisors Experience June 2011 - September 2014
Job Financial Business Specialist at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance January 2015 - Present
Plante Moran Financial Advisors June 2011 - September 2014
Plante Moran Financial Advisors June 2010 - August 2010
Plante Moran June 2009 - August 2009
Symphony Financial Services June 2008 - August 2008
Skills
Accounting, Asset Allocation, Balance Sheet, Budgeting, Cash Flow Analysis, Corporate Finance, Corporate FP&A, Education Savings, Finance, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Financial Services, Financial Statements, Forecasting, Information Systems, Investment Management, Microsoft CRM, Microsoft Excel, Microsoft Word, Personal Financial..., Portfolio Management, Portfolio Performance..., Problem Solving, Solution Development, Variance Analysis
Education
University of Notre Dame 2010 — 2011
Master of Science (MS), Accountancy
Ohio Northern University 2006 — 2010
Bachelor of Science in Business Administration (BSBA), Accounting and Finance
Nationwide Insurance January 2015 - Present
Plante Moran Financial Advisors June 2011 - September 2014
Plante Moran Financial Advisors June 2010 - August 2010
Plante Moran June 2009 - August 2009
Symphony Financial Services June 2008 - August 2008
Skills
Accounting, Asset Allocation, Balance Sheet, Budgeting, Cash Flow Analysis, Corporate Finance, Corporate FP&A, Education Savings, Finance, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Financial Services, Financial Statements, Forecasting, Information Systems, Investment Management, Microsoft CRM, Microsoft Excel, Microsoft Word, Personal Financial..., Portfolio Management, Portfolio Performance..., Problem Solving, Solution Development, Variance Analysis
Education
University of Notre Dame 2010 — 2011
Master of Science (MS), Accountancy
Ohio Northern University 2006 — 2010
Bachelor of Science in Business Administration (BSBA), Accounting and Finance
Patty Ratliff Patty Ratliff's Plante Moran Financial Advisors Experience November 2003 - October 2004
Job Controller at MPC
Industry Accounting
Experience
Metallurgical Processing LLC September 2013 - Present
Quicken Loans January 2013 - July 2013
Plante Moran Trust October 2004 - January 2013
Plante Moran Financial Advisors November 2003 - October 2004
EDS June 2002 - November 2003
EDS March 2000 - June 2002
Gemini Travel May 1985 - March 2000
Skills
Business Development, Customer Service, Service Delivery, Vendor Management, Operations Management, Auditing, Finance, Leadership, Time Management, Payroll, Account Reconciliation, Process Improvement, Tax, Accounting, Management
Education
Walsh College of Accountancy and Business Administration 2013 — 2015
Master's degree, Accountancy
Walsh College of Accountancy and Business Administration 2000 — 2002
BBA, Management, 3.788
Oakland Community College 1999 — 2000
Associate's degree, Business, 3.5
Metallurgical Processing LLC September 2013 - Present
Quicken Loans January 2013 - July 2013
Plante Moran Trust October 2004 - January 2013
Plante Moran Financial Advisors November 2003 - October 2004
EDS June 2002 - November 2003
EDS March 2000 - June 2002
Gemini Travel May 1985 - March 2000
Skills
Business Development, Customer Service, Service Delivery, Vendor Management, Operations Management, Auditing, Finance, Leadership, Time Management, Payroll, Account Reconciliation, Process Improvement, Tax, Accounting, Management
Education
Walsh College of Accountancy and Business Administration 2013 — 2015
Master's degree, Accountancy
Walsh College of Accountancy and Business Administration 2000 — 2002
BBA, Management, 3.788
Oakland Community College 1999 — 2000
Associate's degree, Business, 3.5
William Mault, CFA William Mault, CFA's Plante Moran Financial Advisors Experience June 2007 - January 2010
Job Associate at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2013 - Present
SunTrust Robinson Humphrey August 2011 - June 2013
P & M Corporate Finance, LLC February 2010 - August 2011
Plante Moran Financial Advisors June 2007 - January 2010
Chemical Bank June 2006 - June 2007
Skills
Investment Banking, Due Diligence, Mergers, Equity Research, Financial Modeling
Education
Northwood University 2004 — 2007
Bachelor of Business Administration, Finance/Banking, Economics, Management
SunTrust Robinson Humphrey July 2013 - Present
SunTrust Robinson Humphrey August 2011 - June 2013
P & M Corporate Finance, LLC February 2010 - August 2011
Plante Moran Financial Advisors June 2007 - January 2010
Chemical Bank June 2006 - June 2007
Skills
Investment Banking, Due Diligence, Mergers, Equity Research, Financial Modeling
Education
Northwood University 2004 — 2007
Bachelor of Business Administration, Finance/Banking, Economics, Management
Chris Barnas Chris Barnas's Plante Moran Financial Advisors Experience August 2013 - Present
Job Wealth Management
Industry Investment Management
Experience
Plante Moran Financial Advisors August 2013 - Present
DTNManagementCompany August 2011 - August 2013
Farm Bureau of Michigan June 2012 - August 2012
Skills
Financial Services
Education
Michigan State University - The Eli Broad Graduate School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.3
Catholic Central High School 2005 — 2009
High School Diploma, 3.6
Plante Moran Financial Advisors August 2013 - Present
DTNManagementCompany August 2011 - August 2013
Farm Bureau of Michigan June 2012 - August 2012
Skills
Financial Services
Education
Michigan State University - The Eli Broad Graduate School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.3
Catholic Central High School 2005 — 2009
High School Diploma, 3.6
Adam Bernthal's Plante Moran Financial Advisors Experience May 2013 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Plante Moran Financial Advisors May 2013 - Present
Michigan State Student Investment Fund August 2012 - May 2013
Michigan State Finance Association May 2012 - May 2013
Wall Street Training Seminar February 2011 - February 2011
Education
Michigan State University 2010 — 2014
Bachelor of Arts (B.A.), Finance
Plante Moran Financial Advisors May 2013 - Present
Michigan State Student Investment Fund August 2012 - May 2013
Michigan State Finance Association May 2012 - May 2013
Wall Street Training Seminar February 2011 - February 2011
Education
Michigan State University 2010 — 2014
Bachelor of Arts (B.A.), Finance
Diane Prenger, CFP®, CPWA® Diane Prenger, CFP®, CPWA®'s Plante Moran Financial Advisors Experience 2007 - Present
Job Senior Planner at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors 2007 - Present
Education
Walsh College of Accountancy and Business Administration
Bachelor of Business Administration (BBA), Accounting and Finance
University of Detroit Mercy 1994 — 1998
Plante Moran Financial Advisors 2007 - Present
Education
Walsh College of Accountancy and Business Administration
Bachelor of Business Administration (BBA), Accounting and Finance
University of Detroit Mercy 1994 — 1998
Gretchen Mena Gretchen Mena's Plante Moran Financial Advisors Experience January 2013 - Present
Job Senior Compliance Analyst at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors January 2013 - Present
Plante Moran Financial Advisors January 2008 - January 2013
P&M Corporate Finance 2005 - 2007
Plante & Moran, PLLC July 2003 - December 2005
IBM Global Business Services October 2002 - July 2003
PricewaterhouseCoopers May 2001 - October 2002
Helmerich & Payne June 2000 - May 2001
Education
Oral Roberts University 1999 — 2001
MBA, Finance & Accounting
Wayne State University 1995 — 1997
BA, French
Central Michigan University 1993 — 1994
Plante Moran Financial Advisors January 2013 - Present
Plante Moran Financial Advisors January 2008 - January 2013
P&M Corporate Finance 2005 - 2007
Plante & Moran, PLLC July 2003 - December 2005
IBM Global Business Services October 2002 - July 2003
PricewaterhouseCoopers May 2001 - October 2002
Helmerich & Payne June 2000 - May 2001
Education
Oral Roberts University 1999 — 2001
MBA, Finance & Accounting
Wayne State University 1995 — 1997
BA, French
Central Michigan University 1993 — 1994
Casey Veach's Plante Moran Financial Advisors Experience August 2012 - Present
Job Investment Research Analyst at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors August 2012 - Present
Michigan State University August 2011 - May 2012
Michigan State University August 2008 - May 2012
CJ's Pools and Spas May 2010 - August 2011
Education
Michigan State University 2008 — 2012
Bachelor of Arts, Finance
Plante Moran Financial Advisors August 2012 - Present
Michigan State University August 2011 - May 2012
Michigan State University August 2008 - May 2012
CJ's Pools and Spas May 2010 - August 2011
Education
Michigan State University 2008 — 2012
Bachelor of Arts, Finance
Chris Derisley, CFP® Chris Derisley, CFP®'s Plante Moran Financial Advisors Experience August 2009 - Present
Job Senior Advisor at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors August 2009 - Present
Plante Moran Financial Advisors June 2008 - August 2008
Raymond James Financial May 2007 - August 2007
Skills
Finance, Strategic Financial..., Wealth Management, Financial Modeling, Financial Analysis, Accounting, Financial Services
Education
Wayne State University 2009 — 2010
Master of Business Administration (MBA)
Michigan State University 2005 — 2008
Bachelor of Arts (B.A.), Finance
Plante Moran Financial Advisors August 2009 - Present
Plante Moran Financial Advisors June 2008 - August 2008
Raymond James Financial May 2007 - August 2007
Skills
Finance, Strategic Financial..., Wealth Management, Financial Modeling, Financial Analysis, Accounting, Financial Services
Education
Wayne State University 2009 — 2010
Master of Business Administration (MBA)
Michigan State University 2005 — 2008
Bachelor of Arts (B.A.), Finance
Arthur E. Albin Arthur E. Albin's Plante Moran Financial Advisors Experience June 2012 - Present
Job Outdoor Enthusiast retired from Plante Moran
Industry Financial Services
Experience
Plante Moran Financial Advisors June 2012 - Present
Plante Moran June 2012 - Present
Plante Moran Financial Advisors 1993 - June 2012
Plante Moran May 1979 - June 2012
Skills
Tax, Financial Reporting, GAAP, Auditing, Strategic Financial..., Investments, SEC filings, Income Tax, Mergers, Financial Analysis, Assurance, Internal Controls, Accounting, Business Valuation, CPA, Estate Planning, Cash Management, Due Diligence, Finance, Financial Modeling, Financial Planning, Managerial Finance, Mergers
Education
Wayne State University 1981 — 1983
MBA, Finance
University of Michigan 1975 — 1979
BBA, Business - Accounting
University of Michigan - Stephen M. Ross School of Business 1975 — 1979
BBA, Accounting
Plante Moran Financial Advisors June 2012 - Present
Plante Moran June 2012 - Present
Plante Moran Financial Advisors 1993 - June 2012
Plante Moran May 1979 - June 2012
Skills
Tax, Financial Reporting, GAAP, Auditing, Strategic Financial..., Investments, SEC filings, Income Tax, Mergers, Financial Analysis, Assurance, Internal Controls, Accounting, Business Valuation, CPA, Estate Planning, Cash Management, Due Diligence, Finance, Financial Modeling, Financial Planning, Managerial Finance, Mergers
Education
Wayne State University 1981 — 1983
MBA, Finance
University of Michigan 1975 — 1979
BBA, Business - Accounting
University of Michigan - Stephen M. Ross School of Business 1975 — 1979
BBA, Accounting
Jeremy Chambers, QKA, QPFC Jeremy Chambers, QKA, QPFC's Plante Moran Financial Advisors Experience January 2006 - Present
Job Senior Consultant at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors January 2006 - Present
Plante & Moran April 1996 - January 2006
Plante & Moran, PLLC April 1996 - January 2006
Skills
Human Resources, Management, Employee Benefits, Finance, 401k, Consulting, Financial Analysis, Customer Service
Education
Eastern Michigan University 1989 — 1994
BBA, Human Resources
Plante Moran Financial Advisors January 2006 - Present
Plante & Moran April 1996 - January 2006
Plante & Moran, PLLC April 1996 - January 2006
Skills
Human Resources, Management, Employee Benefits, Finance, 401k, Consulting, Financial Analysis, Customer Service
Education
Eastern Michigan University 1989 — 1994
BBA, Human Resources
Max Wellinger Max Wellinger's Plante Moran Financial Advisors Experience August 2012 - Present
Job Investment Research Analyst at Plante Moran Financial Advisors
Industry Investment Management
Experience
Plante Moran Financial Advisors August 2012 - Present
Education
Michigan State University 2008 — 2012
Bachelor's degree, Finance
Plante Moran Financial Advisors August 2012 - Present
Education
Michigan State University 2008 — 2012
Bachelor's degree, Finance
Lee Ann Reitz Lee Ann Reitz's Plante Moran Financial Advisors Experience January 2000 - October 2005
Job Operations Manager at Stoker Ostler Wealth Advisors
Industry Investment Management
Experience
Stoker Ostler Wealth Advisors July 2006 - Present
Stoker Ostler 2008 - 2015
Stoker Ostler 2008 - 2015
Stoker Ostler 2008 - 2015
AST Trust Company October 2005 - July 2006
Plante Moran Financial Advisors January 2000 - October 2005
Skills
Advent, Microsoft Excel, Microsoft Word, Operations Management, Investments, Risk Management, Strategic Planning, Project Management, Budgets, Microsoft Office, Customer Service
Education
The University of Arizona 2014 — 2015
Master of Business Administration (MBA) - Candidate, Business, Management, Marketing, and Related Support Services
Western Michigan University 2000 — 2003
Bachelor's degree, Accounting
Kalamazoo Valley Community College
Associate's degree, Accounting
Stoker Ostler Wealth Advisors July 2006 - Present
Stoker Ostler 2008 - 2015
Stoker Ostler 2008 - 2015
Stoker Ostler 2008 - 2015
AST Trust Company October 2005 - July 2006
Plante Moran Financial Advisors January 2000 - October 2005
Skills
Advent, Microsoft Excel, Microsoft Word, Operations Management, Investments, Risk Management, Strategic Planning, Project Management, Budgets, Microsoft Office, Customer Service
Education
The University of Arizona 2014 — 2015
Master of Business Administration (MBA) - Candidate, Business, Management, Marketing, and Related Support Services
Western Michigan University 2000 — 2003
Bachelor's degree, Accounting
Kalamazoo Valley Community College
Associate's degree, Accounting
Daniel Avery, CFP®, CIPM Daniel Avery, CFP®, CIPM's Plante Moran Financial Advisors Experience December 2003 - July 2007
Job Director of Investment Services at McGladrey Wealth Managment LLC
Industry Financial Services
Experience
McGladrey Wealth Management LLC March 2011 - Present
Culp Elliott & Carpenter, PLLC August 2007 - March 2011
Plante Moran Financial Advisors December 2003 - July 2007
Smith Barney July 2002 - December 2003
Borgess Health & Fitness Center January 2000 - January 2001
Michigan Athletic Club 1999 - 2000
Indianapolis Colts July 1999 - September 1999
U.S. AIR FORCE January 1992 - January 1994
Skills
Financial Planning, Asset Management, Investments, Tax, Asset Allocation
Education
Michigan State University 1995 — 1999
Bachelor of Science, Kinesiology
McGladrey Wealth Management LLC March 2011 - Present
Culp Elliott & Carpenter, PLLC August 2007 - March 2011
Plante Moran Financial Advisors December 2003 - July 2007
Smith Barney July 2002 - December 2003
Borgess Health & Fitness Center January 2000 - January 2001
Michigan Athletic Club 1999 - 2000
Indianapolis Colts July 1999 - September 1999
U.S. AIR FORCE January 1992 - January 1994
Skills
Financial Planning, Asset Management, Investments, Tax, Asset Allocation
Education
Michigan State University 1995 — 1999
Bachelor of Science, Kinesiology
Bill Stone, CFP®, CIMA® Bill Stone, CFP®, CIMA®'s Plante Moran Financial Advisors Experience April 2003 - October 2013
Job President at 46 and 2 Investment Advisors, LLC
Industry Investment Management
Experience
46 and 2 Investment Advisors, LLC November 2013 - Present
Plante Moran Financial Advisors April 2003 - October 2013
The Ayco Company, A Goldman Sachs Company November 1997 - April 2003
Education
Wayne State University 1998 — 2001
MBA, Finance & Tax
State University of New York College at Buffalo 1992 — 1996
BS - Business Administration, Finance
46 and 2 Investment Advisors, LLC November 2013 - Present
Plante Moran Financial Advisors April 2003 - October 2013
The Ayco Company, A Goldman Sachs Company November 1997 - April 2003
Education
Wayne State University 1998 — 2001
MBA, Finance & Tax
State University of New York College at Buffalo 1992 — 1996
BS - Business Administration, Finance
Emily Pillivant's Plante Moran Financial Advisors Experience January 2015 - Present
Job Wealth Management Advisor at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors January 2015 - Present
Hillsdale College August 2012 - December 2014
Lake Orion Community School District May 2008 - August 2013
Education
Hillsdale College 2011 — 2014
Bachelor's Degree, Finance and Financial Management Services, 3.67 GPA
Plante Moran Financial Advisors January 2015 - Present
Hillsdale College August 2012 - December 2014
Lake Orion Community School District May 2008 - August 2013
Education
Hillsdale College 2011 — 2014
Bachelor's Degree, Finance and Financial Management Services, 3.67 GPA
David Stahl, CFA, CFP® David Stahl, CFA, CFP®'s Plante Moran Financial Advisors Experience 2007 - Present
Job Associate at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors 2007 - Present
Skills
Strategic Financial..., Wealth Management, Estate Planning, Investments, High Net Worth..., Asset Allocation, Portfolio Management, Asset Management
Education
Michigan State University
Finance
Plante Moran Financial Advisors 2007 - Present
Skills
Strategic Financial..., Wealth Management, Estate Planning, Investments, High Net Worth..., Asset Allocation, Portfolio Management, Asset Management
Education
Michigan State University
Finance
Mallory Griffin's Plante Moran Financial Advisors Experience September 2013 - Present
Job Financial Advisor at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors September 2013 - Present
Ingham County May 2012 - September 2013
Plante Moran Financial Advisors June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Customer Service, Microsoft Word, Accounting, Financial Reporting, Financial Planning, Finance, Research, Public Speaking, Social Media
Education
Michigan State University 2009 — 2013
Finance
Michigan State University
Bachelor of Arts (BA), Finance, General
Plante Moran Financial Advisors September 2013 - Present
Ingham County May 2012 - September 2013
Plante Moran Financial Advisors June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Customer Service, Microsoft Word, Accounting, Financial Reporting, Financial Planning, Finance, Research, Public Speaking, Social Media
Education
Michigan State University 2009 — 2013
Finance
Michigan State University
Bachelor of Arts (BA), Finance, General
Mitchell Lowe's Plante Moran Financial Advisors Experience June 2015 - Present
Job Wealth Management Intern at Plante Moran Financial Advisors
Industry Retail
Experience
Plante Moran Financial Advisors June 2015 - Present
Meijer May 2014 - August 2014
Education
University of Notre Dame 2013 — 2016
Bachelor of Arts (B.A.), Economics
Plante Moran Financial Advisors June 2015 - Present
Meijer May 2014 - August 2014
Education
University of Notre Dame 2013 — 2016
Bachelor of Arts (B.A.), Economics
William Gross's Plante Moran Financial Advisors Experience January 2015 - Present
Job Advisor at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors January 2015 - Present
Chrysler Group LLC April 2013 - December 2014
Arc LLC March 2014 - August 2014
Oakland University January 2013 - June 2014
Oakland University August 2011 - April 2013
Michigan Mutual May 2012 - August 2012
Skills
Marketing, Market Research, Microsoft Office, Sales, Leadership, Event Planning, Team Building, Public Speaking, PowerPoint, Microsoft Word, Team Leadership, Access, Management, Outlook, Budgets, Social Media, Microsoft Excel, Social Networking, Time Management, Data Analysis, Excel, Word, Financial Analysis, Account Management, Accounting, Customer Service, Process Improvement, Negotiation, Retail, Social Media Marketing, Teamwork, Facebook
Education
Oakland University 2010 — 2014
Bachelor of Science (B.S.), Major: Finance, Graduated
Oakland University 2012 — 2014
Minor: Applied Technology in Business, Graduated
Plante Moran Financial Advisors January 2015 - Present
Chrysler Group LLC April 2013 - December 2014
Arc LLC March 2014 - August 2014
Oakland University January 2013 - June 2014
Oakland University August 2011 - April 2013
Michigan Mutual May 2012 - August 2012
Skills
Marketing, Market Research, Microsoft Office, Sales, Leadership, Event Planning, Team Building, Public Speaking, PowerPoint, Microsoft Word, Team Leadership, Access, Management, Outlook, Budgets, Social Media, Microsoft Excel, Social Networking, Time Management, Data Analysis, Excel, Word, Financial Analysis, Account Management, Accounting, Customer Service, Process Improvement, Negotiation, Retail, Social Media Marketing, Teamwork, Facebook
Education
Oakland University 2010 — 2014
Bachelor of Science (B.S.), Major: Finance, Graduated
Oakland University 2012 — 2014
Minor: Applied Technology in Business, Graduated
Clenetta Nunn's Plante Moran Financial Advisors Experience July 2012 - Present
Job Sr. Family Office Trust Specialist
Industry Banking
Experience
Plante Moran Financial Advisors July 2012 - Present
Plante Moran Financial Advisors July 2006 - July 2012
Skills
Bank Secrecy Act, Financial Reporting, Cash Management, Finance, Banking, Credit, Credit Analysis, Risk Management
Education
University of Michigan-Flint 2006 — 2010
Bachelor’s Degree, Finance, General
Plante Moran Financial Advisors July 2012 - Present
Plante Moran Financial Advisors July 2006 - July 2012
Skills
Bank Secrecy Act, Financial Reporting, Cash Management, Finance, Banking, Credit, Credit Analysis, Risk Management
Education
University of Michigan-Flint 2006 — 2010
Bachelor’s Degree, Finance, General
Erin (Sellman) Avery, CIMA®'s Plante Moran Financial Advisors Experience August 2003 - June 2007
Job Associate Analyst, Fixed Income Research at Wachovia Capital Markets, LLC
Industry Financial Services
Experience
Wachovia Capital Markets, LLC June 2007 - Present
Plante Moran Financial Advisors August 2003 - June 2007
P&M Corporate Finance January 2002 - August 2003
Credit Suisse July 2001 - December 2001
Skills
Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
BBA with High Distinction, Emphases in Finance and Marketing
University of Michigan 1997 — 1999
Wachovia Capital Markets, LLC June 2007 - Present
Plante Moran Financial Advisors August 2003 - June 2007
P&M Corporate Finance January 2002 - August 2003
Credit Suisse July 2001 - December 2001
Skills
Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
BBA with High Distinction, Emphases in Finance and Marketing
University of Michigan 1997 — 1999
Jennifer Ballarin's Plante Moran Financial Advisors Experience 2005 - September 2010
Job Owner/President at Chouette Marketing LLC
Industry Marketing and Advertising
Experience
Chouette Marketing LLC January 2011 - Present
Plante Moran May 2005 - September 2010
Plante Moran Financial Advisors 2005 - September 2010
Singh Homes May 2002 - May 2005
Fahnestock now Oppenheimer November 2000 - September 2001
Fahnestock now Oppenheimer November 1997 - August 1999
GE Capital 1996 - 1997
Skills
Business Development, Marketing, Marketing Strategy, Direct Marketing, Event Planning, B2B Marketing, Lead Generation, Marketing Communications, Email Marketing, Project Management, Integrated Marketing, Sales, Media Planning, Strategic Communications, Leadership, New Business Development, Competitive Analysis, Brand Management, Online Advertising, Digital Marketing, Strategic Planning, Interactive Marketing, Marketing Management, Online Marketing, Strategic Partnerships, Product Marketing, Business Planning, Brand Development, Budgets, Corporate Communications, Coaching, Social Networking, Entrepreneurship, Business Strategy, CRM, Marketing Research, SEO, Analytics, Market Research, Organizational..., Strategy, Start-ups, Social Media, SEM, Investments, Financial Services, Relationship Marketing, Web Analytics, Market Analysis
Education
Michigan State University - The Eli Broad College of Business 2003 — 2004
MBA, Management
L'Alliance Francaise - Brussels, Belgium 1999 — 2000
French
Michigan State University - The Eli Broad College of Business 1992 — 1996
BA, Finance
Chouette Marketing LLC January 2011 - Present
Plante Moran May 2005 - September 2010
Plante Moran Financial Advisors 2005 - September 2010
Singh Homes May 2002 - May 2005
Fahnestock now Oppenheimer November 2000 - September 2001
Fahnestock now Oppenheimer November 1997 - August 1999
GE Capital 1996 - 1997
Skills
Business Development, Marketing, Marketing Strategy, Direct Marketing, Event Planning, B2B Marketing, Lead Generation, Marketing Communications, Email Marketing, Project Management, Integrated Marketing, Sales, Media Planning, Strategic Communications, Leadership, New Business Development, Competitive Analysis, Brand Management, Online Advertising, Digital Marketing, Strategic Planning, Interactive Marketing, Marketing Management, Online Marketing, Strategic Partnerships, Product Marketing, Business Planning, Brand Development, Budgets, Corporate Communications, Coaching, Social Networking, Entrepreneurship, Business Strategy, CRM, Marketing Research, SEO, Analytics, Market Research, Organizational..., Strategy, Start-ups, Social Media, SEM, Investments, Financial Services, Relationship Marketing, Web Analytics, Market Analysis
Education
Michigan State University - The Eli Broad College of Business 2003 — 2004
MBA, Management
L'Alliance Francaise - Brussels, Belgium 1999 — 2000
French
Michigan State University - The Eli Broad College of Business 1992 — 1996
BA, Finance
Monica Bordner's Plante Moran Financial Advisors Experience October 2005 - October 2008
Job HR Manager, Talent Development at Plante Moran
Industry Accounting
Experience
Plante Moran July 2014 - Present
Plante Moran January 2012 - June 2014
Plante Moran October 2008 - January 2012
Plante Moran Financial Advisors October 2005 - October 2008
Plante Moran Financial Advisors May 2002 - October 2005
Skills
MBTI, Talent Management, Professional..., Staff Development, Leadership Development, Organizational..., Professional Mentoring, Business Coaching, Project Management, Performance Management, Strategic Planning, Change Management, Succession Planning, Team Building
Education
Michigan State University 1999 — 2003
Bachelor of Arts (B.A.), Honors College
Lumen Christi High School 1995 — 1999
Oakland University 2003 — 2005
Certificate of Continuing Education
Plante Moran July 2014 - Present
Plante Moran January 2012 - June 2014
Plante Moran October 2008 - January 2012
Plante Moran Financial Advisors October 2005 - October 2008
Plante Moran Financial Advisors May 2002 - October 2005
Skills
MBTI, Talent Management, Professional..., Staff Development, Leadership Development, Organizational..., Professional Mentoring, Business Coaching, Project Management, Performance Management, Strategic Planning, Change Management, Succession Planning, Team Building
Education
Michigan State University 1999 — 2003
Bachelor of Arts (B.A.), Honors College
Lumen Christi High School 1995 — 1999
Oakland University 2003 — 2005
Certificate of Continuing Education
Tim Wendt's Plante Moran Financial Advisors Experience July 2010 - Present
Job Partner at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors July 2010 - Present
Education
Quinlan School of Business, Loyola University Chicago 1995 — 1997
MBA, Finance
Purdue University 1986 — 1990
Bachelor of Science (B.S.)
Plante Moran Financial Advisors July 2010 - Present
Education
Quinlan School of Business, Loyola University Chicago 1995 — 1997
MBA, Finance
Purdue University 1986 — 1990
Bachelor of Science (B.S.)
Kevin Kral ,CFP, CPA/PFS's Plante Moran Financial Advisors Experience 1987 - 2005
Job Owner, Kral Financial Advisors, LLC
Industry Financial Services
Experience
Kral Financial Advisors, LLC December 2005 - Present
Plante & Moran July 1987 - December 2005
Plante Moran Financial Advisors 1987 - 2005
Education
Hillsdale College 1983 — 1987
BS, Accounting
Catholic Central
Kral Financial Advisors, LLC December 2005 - Present
Plante & Moran July 1987 - December 2005
Plante Moran Financial Advisors 1987 - 2005
Education
Hillsdale College 1983 — 1987
BS, Accounting
Catholic Central
Justin Cook, CPA, CFP®'s Plante Moran Financial Advisors Experience 2005 - 2008
Job Accountant / Tax Preparer at Ross Tax & Accounting Co.
Industry Investment Management
Experience
Ross Accounting & Taxation January 2014 - Present
Michigan State University 2008 - 2010
Plante Moran Financial Advisors 2005 - 2008
Michigan State University 2002 - 2004
Skills
Accounting, Investments, Financial Analysis, Financial Planning, Financial Reporting, Finance, Tax, Financial Accounting, Managerial Finance, CPA
Education
Michigan State University - The Eli Broad College of Business 2004 — 2005
Master's degree, Accounting with Taxation Concentration
Michigan State University 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
Ross Accounting & Taxation January 2014 - Present
Michigan State University 2008 - 2010
Plante Moran Financial Advisors 2005 - 2008
Michigan State University 2002 - 2004
Skills
Accounting, Investments, Financial Analysis, Financial Planning, Financial Reporting, Finance, Tax, Financial Accounting, Managerial Finance, CPA
Education
Michigan State University - The Eli Broad College of Business 2004 — 2005
Master's degree, Accounting with Taxation Concentration
Michigan State University 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
Kelly Skender's Plante Moran Financial Advisors Experience April 2013 - Present
Job Administrative Assistant at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors April 2013 - Present
DVR Slave 2009 - Present
Colliers International March 2007 - April 2012
The Shannon Team 2004 - 2007
JVS Detroit May 2003 - October 2003
Bloomfield Hills Schools September 1999 - January 2000
Skills
Social Media Marketing, Social Media, Facebook, Blogging, Real Estate, Adobe Creative Suite, Marketing, Event Planning, Microsoft Office, Email Marketing, Commercial Real Estate, Online Marketing, Online Advertising, Data Entry, Wordpress, Market Research, Retail, Advertising, Public Relations, Voice Recording, Creative Writing, YouTube, InDesign, PowerPoint, QR Codes, Efficiency
Education
Madonna University 1998 — 2000
BA, Sign Language Studies
Henry Ford Community College 1995 — 1997
Plante Moran Financial Advisors April 2013 - Present
DVR Slave 2009 - Present
Colliers International March 2007 - April 2012
The Shannon Team 2004 - 2007
JVS Detroit May 2003 - October 2003
Bloomfield Hills Schools September 1999 - January 2000
Skills
Social Media Marketing, Social Media, Facebook, Blogging, Real Estate, Adobe Creative Suite, Marketing, Event Planning, Microsoft Office, Email Marketing, Commercial Real Estate, Online Marketing, Online Advertising, Data Entry, Wordpress, Market Research, Retail, Advertising, Public Relations, Voice Recording, Creative Writing, YouTube, InDesign, PowerPoint, QR Codes, Efficiency
Education
Madonna University 1998 — 2000
BA, Sign Language Studies
Henry Ford Community College 1995 — 1997
Kristin Bennett, CFP®'s Plante Moran Financial Advisors Experience June 2006 - Present
Job Financial Planner at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors June 2006 - Present
Education
Albion College
Plante Moran Financial Advisors June 2006 - Present
Education
Albion College
Russ Vernan's Plante Moran Financial Advisors Experience June 2006 - June 2007
Job Contract Cost & Price Analyst at the Defense Contract Management Agency
Industry Automotive
Experience
Defense Contract Management Agency January 2010 - Present
MAHLE Industries Inc June 2007 - January 2010
Plante Moran Financial Advisors June 2006 - June 2007
Skills
SAP, Cost Accounting, Financial Reporting, Financial Analysis, Forecasting, Defense Contract Audit..., Post Award Defense...
Education
Oakland University 2004 — 2006
finance, business
Defense Contract Management Agency January 2010 - Present
MAHLE Industries Inc June 2007 - January 2010
Plante Moran Financial Advisors June 2006 - June 2007
Skills
SAP, Cost Accounting, Financial Reporting, Financial Analysis, Forecasting, Defense Contract Audit..., Post Award Defense...
Education
Oakland University 2004 — 2006
finance, business
Ronalda Johnson's Plante Moran Financial Advisors Experience February 2007 - September 2008
Job Executive Assistant to CEOelect and the Michigan Managing Partner Baker Tilly Virchow Krause, LLP
Industry Financial Services
Experience
Baker Tilly Virchow Krause, LLP October 2008 - Present
Plante Moran Financial Advisors February 2007 - September 2008
Plante Moran Financial Advisors 2005 - February 2007
Plante Moran January 2001 - December 2004
Skills
Management, Project Management, Process Improvement, Microsoft Office, Scheduling, Interpersonal Skills, Troubleshooting, Event Planning, Travel Arrangements, Adobe Acrobat, Fax, Computer Hardware, Copies, Scanners, Multi-line Phone, Cash Register, Microsoft Excel
Education
University of Detroit Mercy
Bachelor of Science (B.S.), Business Management
Baker Tilly Virchow Krause, LLP October 2008 - Present
Plante Moran Financial Advisors February 2007 - September 2008
Plante Moran Financial Advisors 2005 - February 2007
Plante Moran January 2001 - December 2004
Skills
Management, Project Management, Process Improvement, Microsoft Office, Scheduling, Interpersonal Skills, Troubleshooting, Event Planning, Travel Arrangements, Adobe Acrobat, Fax, Computer Hardware, Copies, Scanners, Multi-line Phone, Cash Register, Microsoft Excel
Education
University of Detroit Mercy
Bachelor of Science (B.S.), Business Management
Justin Domber's Plante Moran Financial Advisors Experience July 2014 - Present
Job Sr 401(k) Financial Planner at Plante Moran Financial Advisors
Industry Investment Management
Experience
Plante Moran Financial Advisors July 2014 - Present
Charles Schwab August 2012 - June 2014
Charles Schwab August 2008 - August 2012
Skills
Mutual Funds, Securities, Leadership, 401k, Investments
Education
Arizona State University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of Michigan-Dearborn 1999 — 2006
Biological Sciences, Biology
Plante Moran Financial Advisors July 2014 - Present
Charles Schwab August 2012 - June 2014
Charles Schwab August 2008 - August 2012
Skills
Mutual Funds, Securities, Leadership, 401k, Investments
Education
Arizona State University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of Michigan-Dearborn 1999 — 2006
Biological Sciences, Biology
Eric Bowers, CFP®'s Plante Moran Financial Advisors Experience October 2010 - Present
Job Associate
Industry Financial Services
Experience
Plante Moran Financial Advisors October 2010 - Present
Chemical Bank May 2009 - September 2010
Education
Central Michigan University 2004 — 2009
B.S. in B.A., Real Estate Development and Finance, Cum Laude
Meridian High School
Meridian High School
Meridian High School
Plante Moran Financial Advisors October 2010 - Present
Chemical Bank May 2009 - September 2010
Education
Central Michigan University 2004 — 2009
B.S. in B.A., Real Estate Development and Finance, Cum Laude
Meridian High School
Meridian High School
Meridian High School
Hans J. Kronsbein, CFP®, CPWA®'s Plante Moran Financial Advisors Experience July 2010 - Present
Job Relationship Manager at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors July 2010 - Present
Plante Moran Financial Advisors July 2005 - July 2010
Plante Moran Financial Advisors August 2001 - July 2005
Education
Michigan State University
Bachelor of Science in Finance
Plante Moran Financial Advisors July 2010 - Present
Plante Moran Financial Advisors July 2005 - July 2010
Plante Moran Financial Advisors August 2001 - July 2005
Education
Michigan State University
Bachelor of Science in Finance
Steve Gibson, CFP®'s Plante Moran Financial Advisors Experience March 2013 - Present
Job Wealth Transfer Specialist at Plante Moran
Industry Insurance
Experience
Plante Moran June 2014 - Present
Plante Moran Financial Advisors March 2013 - Present
Fifth Third Securities September 2009 - March 2013
Citi March 2003 - August 2008
Ameriprise Financial Services, Inc. February 1998 - March 2003
Skills
Financial Analysis, Portfolio Management, Retirement Planning, Wealth Management, Insurance, Estate Planning, Business Planning, Life Insurance, Strategic Financial..., Mutual Funds
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB, Finance, General
Plante Moran June 2014 - Present
Plante Moran Financial Advisors March 2013 - Present
Fifth Third Securities September 2009 - March 2013
Citi March 2003 - August 2008
Ameriprise Financial Services, Inc. February 1998 - March 2003
Skills
Financial Analysis, Portfolio Management, Retirement Planning, Wealth Management, Insurance, Estate Planning, Business Planning, Life Insurance, Strategic Financial..., Mutual Funds
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB, Finance, General
Valentine Shammami's Plante Moran Financial Advisors Experience January 2014 - Present
Job Financial Advisor at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors January 2014 - Present
University of Michigan September 2009 - December 2013
Goldman Sachs May 2013 - August 2013
Michigan Economics Society April 2012 - April 2013
Panera Bread October 2008 - August 2012
Skills
Microsoft Office, Stata, Matlab, VBA
Education
University of Michigan 2009 — 2013
Bachelor of Science, Economics and Financial Mathematics
West Bloomfield High School 2005 — 2009
Plante Moran Financial Advisors January 2014 - Present
University of Michigan September 2009 - December 2013
Goldman Sachs May 2013 - August 2013
Michigan Economics Society April 2012 - April 2013
Panera Bread October 2008 - August 2012
Skills
Microsoft Office, Stata, Matlab, VBA
Education
University of Michigan 2009 — 2013
Bachelor of Science, Economics and Financial Mathematics
West Bloomfield High School 2005 — 2009
Adam Broka's Plante Moran Financial Advisors Experience August 2014 - Present
Job Investment Research Analyst at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors August 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint, Financial Analysis, Leadership, Teamwork, Time Management, Microsoft Office, Customer Service
Education
Central Michigan University 2012 — 2014
Bachelor of Science in Business Administration, Finance, General, GPA - 4.0
Mid Michigan Community College 2011 — 2012
Prepared to Transfer, Business Administration and Management, General, GPA - 4.0
Saginaw Valley State University 2009 — 2011
Prepared to Transfer, Business Administration and Management, General, GPA - 4.0
Plante Moran Financial Advisors August 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint, Financial Analysis, Leadership, Teamwork, Time Management, Microsoft Office, Customer Service
Education
Central Michigan University 2012 — 2014
Bachelor of Science in Business Administration, Finance, General, GPA - 4.0
Mid Michigan Community College 2011 — 2012
Prepared to Transfer, Business Administration and Management, General, GPA - 4.0
Saginaw Valley State University 2009 — 2011
Prepared to Transfer, Business Administration and Management, General, GPA - 4.0
Matthew Gillain's Plante Moran Financial Advisors Experience January 2015 - Present
Job Client support, PMFA
Industry Financial Services
Experience
Plante Moran Financial Advisors January 2015 - Present
Education
Ferris State University 2010 — 2013
BS, Business Administration and Management, General
Grand Rapids Community College 2006 — 2009
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Plante Moran Financial Advisors January 2015 - Present
Education
Ferris State University 2010 — 2013
BS, Business Administration and Management, General
Grand Rapids Community College 2006 — 2009
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Ruth Curtis's Plante Moran Financial Advisors Experience May 1998 - December 2003
Job Corporate Accountant at Kingston Healthcare
Industry Hospital & Health Care
Experience
Kingston Healthcare January 2004 - Present
Plante Moran Financial Advisors May 1998 - December 2003
Education
Bowling Green State University 1994 — 1998
Bachelor of Science (BS), Accounting
Eastwood High School
Kingston Healthcare January 2004 - Present
Plante Moran Financial Advisors May 1998 - December 2003
Education
Bowling Green State University 1994 — 1998
Bachelor of Science (BS), Accounting
Eastwood High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY