Monte Bishop

Monte works closely with Todd’s team to craft and implement clients’ financial plans, from drafting trades to analyzing client portfolios.  He appreciates working as a team to create great client experiences and helping to ensure client portfolios are set up with their specific situations and life goals. 

When he’s not working, Monte enjoys the great outdoors. He camps, fishes, hikes, canoes, and works on his farm, which includes taking care of a horse, two sheep, and ten acres of land. In Ann Arbor, he loves the lively atmosphere of the Diag and the concerts at Hill Auditorium.

Education

Experience