Dori Drayton, CPA, CFP®, Partner has more than 15 years of experience specializing in investment and wealth preservation strategies for high net worth individuals and pension plans.
Dori received her bachelor of science degree in accounting from Michigan State University. She is a member of the following professional organizations: The American Institute of Certified Public Accountants, the Michigan Association of Certified Public Accountants, the American Society of Pension Professionals and Actuaries, and the Financial Planning Association. She has been involved extensively in the community including Junior Achievement, the Leukemia Society of America, the National Marrow Donor Program, West Michigan Grand Valley Blood Program Stem Cell Patient Advocates of West Michigan; and she serves as a Resource Development Committee member for the VanAndel Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.