Portage, MI Office

James Baird is a CFP® professional with 16 years of industry experience, working with Plante Moran Financial Advisors since 1999 and with Plante & Moran PLLC since 1994. He is a partner at Plante & Moran PLLC, a role unrelated to investment advisory services. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis in its investment approach and offers both discretionary and non-discretionary portfolio management services.

Aaron Chenoweth is a CFA® charterholder with six years at Plante Moran Financial Advisors and three years of industry experience. His prior work includes roles at Amazon, Chicago Dough, the Acton Institute, and Olivet Nazarene University. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to both private and institutional clients. The firm employs a blend of fundamental, technical, and cyclical analysis in its investment process and serves a diverse client base including high-net-worth individuals, banks, insurance companies, not-for-profits, and sovereign wealth funds.

Philip Clark is a CFP® and holds a Series 65 license with 16 years of industry experience. He is currently with Plante Moran Financial Advisors and has been associated with Plante Moran firms since 2008. Clark is also a partner at Plante & Moran PLLC in Southfield, MI. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, institutions, and government entities. The firm employs a combined fundamental, technical, and cyclical analysis approach supported by a proprietary equity market valuation model, managing a majority of assets on a non-discretionary basis.

Abbey Homminga is a Series 65-licensed financial advisor at Plante Moran Financial Advisors in Portage, MI, with one year of industry experience. Prior to joining Plante Moran, she worked at Padnos and has experience related to Grand Valley State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including private households, institutional entities, and sovereign wealth funds. The firm’s investment process integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model, using both discretionary and non-discretionary portfolio management approaches.

Jacob Schumaker is a CFA® charterholder with 4 years of industry experience, currently serving at Plante Moran Financial Advisors in Portage, MI. He has been with Plante Moran Financial Advisors since 2016. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including private households, institutional clients, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model, offering both discretionary and non-discretionary portfolio management.

Christa Leson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2017. Prior to joining the firm, she held roles at St Cloud State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary valuation model, offering both discretionary and non-discretionary portfolio management solutions.

Ian Randall is a CFP® with four years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors. His prior work includes roles at Northville Hills Golf Club and Palatine Hill Wealth Management. Randall has also been involved with Western Michigan University and its Student Recreation Center. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Lindsey Wegeler is a Certified Financial Planner™ at Plante Moran Financial Advisors with eight years of industry experience. She has been with Plante Moran since 2017 and previously worked at Western Michigan University. Plante Moran Financial Advisors serves a diverse client base, including high-net-worth individuals, institutions, and sovereign wealth funds, offering investment advisory, financial planning, and estate planning services. The firm utilizes a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model in its investment process.

Tricia Newcomb is a financial advisor at Plante Moran Financial Advisors with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Plante Moran Financial Advisors since 2004. Plante Moran Financial Advisors, LLC serves a diverse client base including individual households, institutional clients, and sovereign wealth funds, offering investment advisory, financial planning, and estate planning services. The firm employs a combination of fundamental, technical, and cyclical analysis along with proprietary equity market valuation models and frequently utilizes third-party separate account managers and alternative investments.