Plante Moran Executive and Leadership Team

May, 2026

Leadership Overview

Plante Moran has 10 executives leading key functions including strategy, marketing, information technology, finance, operations, and investment advisory.

Driven by a commitment to client success, Plante Moran is dedicated to providing comprehensive accounting, tax, and audit services, fostering a culture of integrity and expertise to deliver exceptional value and drive business growth across diverse industries.

Leadership Roles at Plante Moran

  • President & Chief Executive Officer & Partner - William Lichwalla
  • Chief Financial Officer - Kate Barnes
  • Chief Financial Officer & Controller & Director, Finance & Director, Tax - Yasuhiro Kishinaka
  • Chief Operating Officer - Rob Cardinal
  • Partner, President - J. Murphy
  • President, Realpoint Investment Advisors - Zachary Otte
  • Group Managing Partner and President of Plante Moran Financial Advisors - John Lesser
  • Chief Marketing Officer - Marten van Pelt
  • Chief Information Officer - Paul Blowers
  • Partner, Chief Marketing Officer - Marten Pelt
  • William Lichwalla - President & Chief Executive Officer & Partner

    William Lichwalla, the President & Chief Executive Officer & Partner at Plante Moran, directs the firm's overall strategic vision and operational execution. Lichwalla guides the executive team in navigating complex market dynamics and ensuring the firm's continued growth and client satisfaction. Overseeing all major business units, William Lichwalla champions innovation and efficiency across tax, audit, and consulting services. This leadership role involves fostering a collaborative environment that attracts and retains top talent, essential for delivering high-quality client outcomes. Lichwalla's strategic direction ensures Plante Moran maintains its position as a leading accounting firm, adapting to evolving industry standards and client needs. The President & Chief Executive Officer & Partner drives the firm's commitment to integrity and excellence in every engagement.
    William Lichwalla

    Kate Barnes - Chief Financial Officer

    Kate Barnes, the Chief Financial Officer at Plante Moran, manages the firm's financial health and strategic fiscal planning. Barnes oversees all financial operations, including budgeting, forecasting, and financial reporting, ensuring compliance with regulatory standards. This leadership position involves optimizing financial performance and resource allocation across all service lines. Kate Barnes directs the finance department in providing critical insights to support executive decision-making and firm-wide growth initiatives. The Chief Financial Officer is instrumental in managing capital, mitigating financial risks, and driving profitability. Barnes's expertise ensures Plante Moran maintains a strong financial foundation to support its long-term objectives and client commitments.
    Kate Barnes

    Yasuhiro Kishinaka - Chief Financial Officer & Controller & Director, Finance & Director, Tax

    Yasuhiro Kishinaka, the Chief Financial Officer & Controller & Director, Finance & Director, Tax at Plante Moran, provides critical oversight of the firm's financial structure and tax compliance. Kishinaka manages the controller functions, ensuring accurate financial reporting and adherence to accounting principles. This multifaceted role involves directing financial planning and tax strategy to support firm objectives. Yasuhiro Kishinaka leads the finance and tax departments in optimizing financial performance and managing fiscal responsibilities. The Chief Financial Officer & Controller & Director, Finance & Director, Tax ensures robust financial controls and strategic tax planning. Kishinaka's expertise supports Plante Moran's financial integrity and operational efficiency.

    Rob Cardinal - Chief Operating Officer

    Rob Cardinal, the Chief Operating Officer at Plante Moran, oversees the firm's day-to-day operational activities and process optimization. Cardinal directs the implementation of efficient workflows and resource management strategies across all departments, ensuring seamless service delivery. This role focuses on enhancing operational effectiveness and driving productivity improvements. Rob Cardinal leads initiatives aimed at streamlining business processes and supporting the firm's strategic goals in tax, audit, and advisory services. The Chief Operating Officer is responsible for managing operational risks and ensuring the firm meets its service level agreements. Cardinal's focus on operational excellence supports Plante Moran's commitment to client satisfaction and sustainable growth.

    J. Murphy - Partner, President

    J. Murphy, the Partner, President at Plante Moran, holds a pivotal leadership position guiding the firm's strategic direction and operational oversight. Murphy collaborates with executive leadership to define and implement key business initiatives, ensuring alignment with the firm's mission. This role involves fostering a culture of excellence and driving performance across all service lines. J. Murphy leads efforts to enhance client relationships and expand market reach for Plante Moran's accounting and advisory services. The Partner, President is responsible for championing the firm's values and strategic objectives. Murphy's leadership ensures sustained growth and client success.

    Zachary Otte - President, Realpoint Investment Advisors

    Zachary Otte, the President, Realpoint Investment Advisors at Plante Moran, directs the strategic vision and operational management of the investment advisory division. Otte oversees the development and implementation of investment strategies tailored to client objectives, ensuring robust portfolio performance. This leadership role involves managing client relationships and driving business development within the investment sector. Zachary Otte leads the Realpoint Investment Advisors team in delivering comprehensive financial planning and wealth management services. The President, Realpoint Investment Advisors is responsible for market analysis and investment risk management. Otte's expertise ensures clients receive strategic guidance for their financial goals.

    John Lesser - Group Managing Partner and President of Plante Moran Financial Advisors

    John Lesser, the Group Managing Partner and President of Plante Moran Financial Advisors at Plante Moran, leads the strategic growth and operational effectiveness of the financial advisory arm. Lesser directs the development and execution of comprehensive financial planning and wealth management services for clients. This role involves fostering strong client relationships and expanding the firm's reach in the financial services sector. John Lesser oversees the team responsible for delivering expert advice and tailored solutions to meet diverse client needs. The Group Managing Partner and President of Plante Moran Financial Advisors ensures alignment with Plante Moran's core values and business objectives. Lesser's leadership drives innovation and client success within the financial advisory domain.
    John Lesser

    Marten van Pelt - Chief Marketing Officer

    Marten van Pelt, the Chief Marketing Officer at Plante Moran, architects and executes comprehensive marketing strategies to enhance brand visibility and client engagement. Van Pelt oversees all demand generation initiatives, digital marketing efforts, and public relations activities, ensuring alignment with the firm's business objectives. This role involves analyzing market trends and client feedback to refine messaging and outreach programs. Marten van Pelt directs the marketing team in developing impactful campaigns that highlight Plante Moran's expertise in tax, audit, and advisory services. The Chief Marketing Officer is responsible for cultivating strong relationships with key stakeholders and driving lead generation to support firm growth. Van Pelt's leadership ensures the consistent communication of Plante Moran's value proposition across all platforms.

    Paul Blowers - Chief Information Officer

    Paul Blowers, the Chief Information Officer at Plante Moran, directs the firm's technology strategy and infrastructure development. Blowers oversees the implementation and management of all IT systems, ensuring robust security, scalability, and operational efficiency. This critical role involves evaluating emerging technologies to enhance client service delivery and internal productivity. Paul Blowers leads the IT department in supporting Plante Moran's tax, audit, and consulting practices through advanced technological solutions. The Chief Information Officer is responsible for data governance, cybersecurity protocols, and digital transformation initiatives. Blowers's strategic vision ensures that Plante Moran leverages technology to maintain a competitive edge and deliver exceptional client experiences.

    Marten Pelt - Partner, Chief Marketing Officer

    Marten Pelt, the Partner, Chief Marketing Officer at Plante Moran, drives the firm's brand strategy and market positioning. Pelt oversees the development and execution of integrated marketing campaigns designed to enhance client acquisition and retention. This leadership position involves analyzing market dynamics and competitive landscapes to inform strategic marketing decisions. Marten Pelt leads the marketing team in communicating Plante Moran's value proposition across diverse service areas, including tax and audit. The Partner, Chief Marketing Officer ensures consistent brand messaging and effective outreach to key client segments. Pelt's strategic marketing leadership supports the firm's growth objectives and market influence.

    Frequently Asked Questions Regarding Plante Moran Top Executives and Leadership Team

    Who leads Plante Moran?
    Plante Moran is led by William Lichwalla (President & Chief Executive Officer & Partner), along with executives such as Kate Barnes (Chief Financial Officer) and Yasuhiro Kishinaka (Chief Financial Officer & Controller & Director, Finance & Director, Tax).
    Who is part of Plante Moran’s executive team?
    The executive team of Plante Moran includes leaders such as William Lichwalla (President & Chief Executive Officer & Partner), Kate Barnes (Chief Financial Officer), Yasuhiro Kishinaka (Chief Financial Officer & Controller & Director, Finance & Director, Tax) and other senior executives.
    How many executives does Plante Moran have?
    Plante Moran has 10 executives leading key business areas.
    What roles are included in Plante Moran’s leadership team?
    The leadership team of Plante Moran includes roles such as President & Chief Executive Officer & Partner, Chief Financial Officer, Chief Financial Officer & Controller & Director, Finance & Director, Tax, Chief Operating Officer, Partner, President.