How I can help you

Bill can advise on startup planning, personal and business financial planning, marketing, and IT fundamentals / basic infrastructure for service companies, manufacturers and non-profits. With over 22 years of experience consulting and advising clients from small manufacturers, consulting firms to large Fortune 500 companies, Bill enjoys working with entrepreneurs to help them achieve their American dream of starting and operating a successful business.

Areas of Expertise
  • Business Strategy & Planning
  • Business Operations
  • Technology & IT Services

Industry Experience
  • Banking, Financial Services and Insurance
  • Manufacturing & Mining
  • Consulting, Research and Business Services
  • Nonprofit, Public and Professional Organizations

Education

Bill has a Bachelor of Science (B.S.) from Kettering University in Michigan and has also achieved the following professional designations and qualifications: Certified Financial Planner(TM) or CFP(R); Chartered Retirement Planning Counselor (CRPC); Chartered Advisor in Philanthropy (CAP); Certified Divorce Financial Analyst (CDFA).

 

*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R); and Certified Financial Planner(TM); in the U.S. which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. The Chartered Advisor in Philanthropy (CAP) is the property of The American College, which reserves the sole rights to their use, and is used by permission. Certified Divorce Financial Analyst and CDFA are trademarks of The Institute for Divorce Financial Analysts. Chartered Retirement Planning Counselor (CRPC) are registered service marks of the College for Financial Planning. Bill does not provide tax, accounting or legal advice. .


Communication Methods

  • In Person
  • Phone
  • Video