Every day, Bill sees how well-managed wealth is a blessing for his clients. It gives them peace of mind and the means to achieve their dreams. In turn, Bill derives satisfaction from his role in their financial security and success.
Bill strives to provide clients with the sense of well-being that comes from confidence in his thorough and methodical approach and his pursuit of prudent and fruitful tax and financial opportunities on their behalves. He is continually impressed with the graciousness and character of his clients, which only adds to the joy he finds in his work.
When not serving his clients, Bill enjoys remote fishing trips and other travel, biking and playing golf.
CFP®, CPA, Chartered Financial Consultant
Master of Science in taxation – DePaul University
Bachelor of Science in finance – University of Illinois at Urbana-Champaign
Inner City Impact
Financial Planning Association