As a CERTIFIED FINANCIAL PLANNER™, Bill provides individual portfolio management services and advises clients on a variety of other financial decisions. By leveraging his previous experience as a tax and estate attorney he is able to provide a comprehensive approach to financial planning that helps ensure his clients’ investment, estate, and tax strategies support one another. His client base includes both business professionals and retirees. Besides spending time with his wife Megan and two dogs, Bill enjoys playing golf, going on jogs with his larger dog, Phil, cooking out on a nice day, and watching his alma mater’s Buckeyes on a fall football Saturday.
bill@yourwealth.com |
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