Monte works to craft and implement clients’ financial plans, from drafting trades to analyzing client portfolios. He works with Karen to create retirement plans to help clients look into the future and to restructure their portfolios to get them where they’d like to be. He conducts research on behalf of RIS’s investment committee and appreciates working as a team to create great client experiences.
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
BA, University of Michigan
English
MA, Wayne State University
Greek and Latin
Experience
1989-2014
Investment Advisory