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Experience

Bill is an associate in the wealth management practice in our Auburn Hills office. He serves as a personal CFO by providing independent and objective financial advice to his clients. He is known for putting his clients’ goals at the forefront of his practice by providing holistic financial guidance that aligns with their unique and individual needs, as well as, delivering comprehensive wealth management strategies to optimize their investments and personal balance sheets. For more than 10 years, Bill has specialized in comprehensive investment consulting, income tax planning, estate planning, and advanced wealth transfer techniques

Bill holds a Bachelor of Arts in finance from Michigan State University and was recently recognized as a 2017 Five Star Wealth Manager.


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. 

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