East Lansing, MI Office

Seth Houle is a CFP® and holds a Series 65 license with two years of experience in the financial industry. He has been with Plante Moran Financial Advisors since 2022 and has prior work experience at Michigan State University and several other organizations. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements, managing over $25 billion in assets as of the end of 2025.

Daniel Taylor is a CFP® with five years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2019. His prior experience includes roles at Ann Arbor State Bank and the University of Michigan. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to develop strategic asset allocations and implement portfolios through discretionary or non-discretionary arrangements.

Kristen Fillmore is a CFP® and holds a Series 65 license with 10 years of industry experience. She has been with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors serves individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, charitable organizations, banks, and thrift institutions. The firm offers comprehensive investment advisory, financial planning, and estate-planning services, utilizing a range of analytical approaches and managing a substantial mix of discretionary and non-discretionary assets.

Duncan Clark is a CFP® and Series 65-licensed financial advisor at Plante Moran Financial Advisors with one year of industry experience. His prior roles include multiple engagements at Egypt Valley Country Club and attendance at Michigan State University. Plante Moran Financial Advisors serves individual and institutional clients with services including investment advisory, financial planning, and estate planning. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Gregory Walthorn is a CFP® professional with 16 years of industry experience, currently serving as a partner at Plante Moran Financial Advisors since 2015. He is also a partner in Blue Water Retreat, LLC, a residential property maintenance and management business in Bath, Michigan. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to both individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a range of analytical methods and offers portfolio management through discretionary and non-discretionary arrangements, managing a significant mix of assets within the Plante Moran enterprise.

Tyler Brooks is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential. He has one year of industry experience and previously worked at Public Affairs Associates and Home Depot. Tyler completed his education at Grand Valley State University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, and charitable organizations. The firm employs a variety of analytical methods and manages both discretionary and non-discretionary portfolios, with affiliations that provide integrated financial services.

Eric Bowers is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at Plante Moran Financial Advisors in East Lansing, MI. He has been with Plante Moran Financial Advisors since 2010 and is also a partner at Plante & Moran PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, banks, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Myles Wiley is a CFP® with four years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2021. His prior work includes roles at FedEx and United Parcel Service, as well as involvement with Michigan State University and Adrian College. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to develop strategic asset allocations and manage portfolios through discretionary and non-discretionary arrangements.

Mallory Griffin is a CFP® and Series 65-registered financial advisor with Plante Moran Financial Advisors, where she has worked since 2014. She has 11 years of industry experience. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a broad client base including individual and institutional investors. The firm employs strategic asset allocation and a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Connor Matlock is a CFP®-designated financial advisor at Plante Moran Financial Advisors with five years of industry experience. He has been with Plante Moran since 2019 and has previous experience at Grupo Antolin and Northwood University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm employs a range of analytical methods and offers both discretionary and non-discretionary portfolio management within a multidisciplinary enterprise that includes affiliated trust, insurance, broker-dealer, and real estate advisory services.