William Dever Bio Shot

William Dever

Principal

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.

Joined JMG

1986

Certifications

CFP®, CPA, Chartered Financial Consultant

Degrees

Master of Science in taxation – DePaul University
Bachelor of Science in finance – University of Illinois at Urbana-Champaign

Current Boards

Inner City Impact

Past Boards

Financial Planning Association

“Transparency is a core JMG value because it is important for clients to understand what may or may not be motivating our advice.”