Skip to Content

Experience

As a relationship manager in our wealth management group, my passion is helping successful families grow, manage, and protect the wealth they’ve worked so hard to create. I specialize in personal financial planning, comprehensive investment consulting, income tax planning, multigenerational estate planning, life insurance planning, and advanced wealth transfer techniques.
View More of William's Experience
I enjoy playing drums, guitar, and singing, and my two-year-old daughter and I do a mean duet of “A Whole New World” from Disney’s Aladdin.

You might also like…

Is the degree of concentration in U.S. equity markets a cause for concern?
Jim Baird Wealth Management
Blog October 1, 2020 1 min read
Consumer confidence rises to 101.8 in September
Jim Baird Wealth Management
Blog September 29, 2020 2 min read
Weekly jobless claims hold steady
Jim Baird Wealth Management
Blog September 24, 2020 1 min read