Bill has spent his entire career providing financial planning and wealth management to high-net-worth individuals. He specializes in combining complex planning techniques and sophisticated financial modeling into an understandable and individualized format. Bill's client profile has changed little over the years, and he has been guiding many of his clients and their families for decades. Bill’s clients are financially affluent, caring, intelligent and very private individuals.
Bill's value-add approach includes the delivery of comprehensive, sophisticated financial and estate plans, helping his clients maximize control over their families’ financial destinies by defining their real hopes and dreams and then helping position them to become tax-efficient realities. His full-service follow-through is structured to help clients’ entire team of trusted advisors and professionals achieve synergy. In addition to financial and estate planning, Bill spends considerable time in the investment management arena. His focus is on delivering investment solutions designed to help meet the individual goals of each client. As a client advocate acting in a catalyst capacity, Bill strives to ensure that his clients’ interests are consistently being served first and foremost. Bill is enthused to be able to deliver custom services and capabilities, as well as to be a part of a team of disciplined professionals with disciplines and specialties that include law, accounting, financial planning and asset management.
Bill currently holds the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations and is a Certified Funds Specialist (CFS). He is a University of Michigan Business School graduate.
Bill and his wife, Barbara, have four children, Joshua, Sarah, Rachel and Hannah. He has a strong interest continuing to work with several nonprofits with the broad goal of helping our society to not only improve, but to thrive. He enjoys playing golf and tennis, bicycling and traveling, particularly to visit his children and grandchildren.