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Current Role

Bill develops creative strategies that help clients work toward meeting their financial goals, integrating retirement plan design, consulting, administration and investment advisory services with overall business and financial plans. He works with a cross-functional ��ݮ��Ƶ team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.

Service Areas

• Qualified and non-qualified retirement plans
• Retirement plan consulting
• Plan participant education and communication
• Plan design and implementation

Experience

Bill began his financial services career in 2012 and has supported high net worth individuals and their families, business owners, healthcare professionals, and not-for-profit organizations. He has extensive knowledge and experience as a retirement plan advisor, consultant, and account manager.

Prior to joining ��ݮ��Ƶ, Bill worked as a retirement plan consultant at a large national independent broker dealer.

A Closer Look

• Bill actively maintains multiple designations through the National Association of Plan Advisors (NAPA).
• Actively participating in community endeavors, Bill is an active volunteer for Meals on Wheels at Rochester OPC.

Securities offered through ��ݮ��Ƶ Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through ��ݮ��Ƶ Wealth, a Registered Investment Advisor. Insurance services offered through ��ݮ��Ƶ Insurance Group. 1500 W. Big Beaver Rd., 2nd Floor, Troy, MI 48084 | 248.952.5000