Principal/Chief Investment Officer
Providing sound financial planning and timely investment guidance takes time and effort. Bill knows his efforts give clients more time to enjoy the fruits of their hard work rather than spend time worrying about their finances. He takes a genuine interest in his clients’ lives and families, and prides himself on delivering clear, understandable advice that adds value, eases concerns and facilitates his clients’ goals.
A firm believer in the positive personal and professional benefits of a healthy work-life balance, Bill likes to spend his time away from work attending Cubs, Bears or Blackhawks games with his wife and two daughters.
Master of Business Administration – Georgia State University
Bachelor of Science in management and finance – Purdue University
Catholic Charities of the Archdiocese of Chicago Board of Advisors, Diocesan Educational Endowment Fund, Archdiocese of Joliet Board of Directors
Saints Peter and Paul School