Southfield, MI Office

Hannah Huehn is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors in Southfield, MI. She has seven years of experience with the firm and a total of five years in the industry. Her prior experience includes multiple roles at Michigan State University and a position at Adient. Plante Moran Financial Advisors serves a diverse client base that includes individuals, institutions, trusts, estates, and charitable organizations. The firm offers investment advisory, financial planning, and estate-planning services using a range of analytical approaches and manages both discretionary and non-discretionary assets.

Kirk Dedenbach is a financial advisor at Plante Moran Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Comerica Securities, Comerica Bank, and Ameriprise Financial Services. He is also affiliated with Plante Moran’s real estate investment and insurance agencies. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base that includes individuals, institutions, and business entities. The firm employs a combination of fundamental, technical, and proprietary equity valuation analyses to manage both discretionary and non-discretionary portfolios.

Andrew Nedeljkovic is a CFA® charterholder at Plante Moran Financial Advisors with one year of industry experience. He has held positions at Plante Moran Financial Advisors since 2022 and previously worked at CrossCountry Mortgage and Hardrock Concrete. 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 offers strategic asset allocation, portfolio management, and a range of advisory services using fundamental, technical, and proprietary equity analysis.

Andrew Barber is a CFP® with five years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2020. His prior experience includes roles at the University of Michigan, Comcast, and Palatine Hill Wealth Management. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individual, institutional, and charitable organizations. The firm employs a range of analytical methods and manages a mix of discretionary and non-discretionary assets, operating within the larger Plante Moran enterprise with access to affiliated trust, insurance, broker-dealer, and real-estate advisory services.

Eric Dahlberg is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2012. Based in Southfield, MI, he holds Series 63 and Series 65 licenses. 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 fundamental, technical, and cyclical analyses alongside a proprietary equity valuation model to manage approximately $25 billion in assets through both discretionary and non-discretionary arrangements.

Adam Broka is a CFA® charterholder with 12 years of experience at Plante Moran Financial Advisors in Southfield, MI. He has been with the firm since 2014. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Jeremy Kedzior is a CFA® charterholder with 13 years at Plante Moran Financial Advisors and a total of 7 years in the industry. He is based in Southfield, MI. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Kevin Benson is a CFP® and CFA® with 16 years of experience in financial advising. He has been with Plante Moran Financial Advisors since 2004 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Mark Dixon is a CFP® professional with 16 years of industry experience, currently serving at Plante Moran Financial Advisors. He has been with Plante Moran since 1991 and also holds a partnership role at Plante & Moran PLLC, where he assists in firm management. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, trusts, and charitable organizations. The firm employs a range of analytical approaches and manages both discretionary and non-discretionary portfolios, supported by affiliations within the broader Plante Moran enterprise that offer integrated financial services.

Alexander Guys is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and one year of industry experience. He has worked at Plante Moran since 2024 and previously held multiple roles at Comerica Bank as well as experience at American Axle Manufacturing and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse range of clients, including individuals, institutions, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis along with proprietary equity valuation models to manage portfolios through both discretionary and non-discretionary arrangements.

Austin Mc Kay is a CFP® and holds a Series 65 license with two years of industry experience. He currently works at Plante Moran Financial Advisors and previously was with Northwestern Mutual and the Financial Planning Association of Michigan. He also has experience working at Michigan State University and in valuation and recreational roles. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a broad range of clients, including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements, serving clients with customized strategies and integrated services through its affiliated entities.

Dylan Demkowicz is a CFP® with seven years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2017. He has a background that includes time at the University of Missouri. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, trusts, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through both discretionary and non-discretionary arrangements.

Brian Kirby is a financial advisor at Plante Moran Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Plante Moran Financial Advisors since 2016. In addition to his advisory role, Kirby serves as a Business Development Manager at Plante Moran PLLC, an affiliated accounting and business consulting firm. 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, as well as trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Nathan Rumler is a CFP® and Series 65-licensed financial advisor at Plante Moran Financial Advisors with two years of industry experience. He has worked at Plante Moran since 2023 and has prior experience in various roles including at Rally House and Executive Wealth Management. Outside of financial advising, Rumler has held positions related to university recreation and the restaurant industry. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to both individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with proprietary equity valuation models and manages a mix of discretionary and non-discretionary portfolios.

Varun Reddy is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds the Series 65 designation and has previously worked at Kellogg Company and Plante Moran. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment advisory, financial planning, and estate-planning services. The firm employs a variety of analytical methods and manages both discretionary and non-discretionary portfolios, operating within the larger Plante Moran enterprise with access to integrated financial services.