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Dori Drayton, Plante Moran Financial Advisors, LLC

Dori Drayton, CPA, CFP, is a Relationship Manager with Plante Moran Financial Advisors, LLC. Prior to joining the firm in 1998, Dori managed one of the largest family offices in western Michigan. She has over 20 years’ experience specializing in investment and wealth planning strategies for organizations and individuals. Her areas of expertise include portfolio construction, manager search and due diligence, performance reporting, fiduciary compliance, and trustee education. Dori leads the firm’s western region investment consulting services for company sponsored retirement plans.

Dori earned a BS in Accounting from Michigan State University. She is a member of AICPA, the American Society of Pension Professionals and Actuaries (ASPPA), the Financial Planning Association, and the Michigan Association of Certified Public Accountants (MACPA).

 


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B5 - Five Steps to Ensure Your 401(k) Plan is Working for Your Employees and Not Against You! 
Date/Time:
May 18, 2011   8:30am - 10:30am
 
Length:
66 Slides  
 
Format:
       
  Synced Audio / Video / Slides
 

 
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