Plante Moran financial advisors

Ethan Siekkinen is a financial advisor with Plante Moran Financial Advisors, holding a Series 65 designation and beginning his advisory career in 2023. Prior to joining the firm, he worked at J Wilson Wealth Management and has experience outside finance with Rizzo Lawn Care. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, manager selection, and uses a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Hannah Huehn is a CFP® and holds a Series 65 license, with four years of experience in financial advising. She has worked at Plante Moran Financial Advisors since 2018, with prior roles including positions at Michigan State University and Adient. Plante Moran Financial Advisors, LLC offers investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm focuses on strategic asset allocation, manager selection, and uses a variety of analytical methods to guide equity allocations, managing a significant portion of its assets on a non-discretionary basis.

Kirk Dedenbach is a financial advisor with Plante Moran Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Comerica Securities, and Comerica Bank. He is currently involved with multiple entities within the Plante Moran enterprise, including their real estate investment and insurance divisions. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, manager selection, and uses a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Matthew Coursen is a CFP® and holds a Series 65 license, serving as a financial advisor at Plante Moran Financial Advisors in Ann Arbor, MI. He has nine years of industry experience, all with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation and manager selection, employing a mix of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Jessica Caldwell is a Certified Financial Planner® and holds a Series 65 license with eight years of industry experience. She has been with Plante Moran Financial Advisors since 2016, working in their Denver, CO office. Prior to joining the firm, she worked at Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other entities. The firm emphasizes strategic asset allocation and manager selection, employing a variety of analytical methods and managing a majority of its assets on a non-discretionary basis.

Christopher Derisley is a CFP® professional with 15 years of industry experience, currently serving at Plante Moran Financial Advisors, LLC since 2009. He is also a partner at P&M Holding Group, LLP. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other entities. The firm uses strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions, managing a substantial portion of its assets on a non-discretionary basis.

Garrett Von Behren is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with three years of industry experience. His prior roles include positions at Notre Dame Investment Office, United Parcel Service, Michigan State University, and St. Joseph High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm employs strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analyses to guide investments, managing a significant portion of its approximately $23.15 billion in assets on a non-discretionary basis.

Ellis Shanley is a CFP® with seven years of industry experience and is currently a financial advisor at Plante Moran Financial Advisors. His prior roles include positions at Mainstreet Investment Advisors, Bank of America, Merrill, UBS, and U.S. Bank. Outside of finance, he has worked briefly in hospitality at Whiskey Jacks Bar and Saloon. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, charitable organizations, corporations, and trusts. The firm employs a strategic asset allocation approach supported by multiple analytical methods and manages a significant portion of its assets on a non-discretionary basis.

Andrew Nedeljkovic is a CFA® charterholder with four years of experience in financial advisory services, currently with Plante Moran Financial Advisors in Southfield, MI. His prior work includes roles at CrossCountry Mortgage, Hardrock Concrete, and Bowling Green State University. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm uses a strategic approach to asset allocation and manager selection, offering both discretionary and non-discretionary portfolio management and access to alternative investments.

Michael King is a financial advisor at Plante Moran Financial Advisors with eight years of industry experience. He holds a Series 65 designation and has been with Plante Moran and its affiliated financial advisory firms since 2011. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other entities. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, managing a majority of its assets on a non-discretionary basis while employing fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Douglas Coursen is a CFP® professional with 15 years of experience, currently serving as a financial advisor at Plante Moran Financial Advisors, LLC. He is also a partner at P&M Holding Group, LLP. He has been with Plante Moran Financial Advisors since 2009 and with P&M Holding Group since 2022. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other business entities. The firm employs a comprehensive investment approach that includes strategic asset allocation, manager selection, and a proprietary equity market valuation model, managing a majority of its assets on a non-discretionary basis.

Raymond Celaya is a CFP®, CFA®, and Series 63-licensed financial advisor with Plante Moran Financial Advisors in Southfield, MI. He has 16 years of industry experience and has been with Plante Moran Financial Advisors since 2005, also serving as a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, banks, trusts, estates, and other business entities. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, offering both discretionary and non-discretionary portfolio advisory services.

James Baird is a CFP® at Plante Moran Financial Advisors with 16 years of industry experience. He has worked at Plante Moran Financial Advisors since 1999 and has been a partner at Plante & Moran PLLC since 1994. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individuals, charitable organizations, corporations, banks, trusts, estates, and other business entities. The firm emphasizes strategic asset allocation, manager selection, and utilizes a variety of analytical methods to inform investment decisions, managing a significant portion of its assets on a non-discretionary basis.

Scott Schwartz is a CFP® with seven years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Chicago, IL. He has worked at Plante Moran Financial Advisors since 2017, with prior roles including positions at the Michigan Export Growth Program and Michigan State University. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, managing a majority of its approximately $23.15 billion in assets on a non-discretionary basis in collaboration with clients.

Aaron Chenoweth is a CFA® charterholder with six years of experience at Plante Moran Financial Advisors in Portage, MI. His prior work includes roles at Amazon, Chicago Dough, and the Acton Institute, among others. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation and manager selection, employing various analytical methods and a proprietary equity market valuation model, and manages a significant portion of its assets on a non-discretionary basis.