William wants to assist families in creating a strong financial lifestyle and strengthen businesses and business owners’ current financial condition and outlook. He uses a comprehensive financial planning approach towards serving his clients, as well as a holistic view of the family or businesses to chart a path toward financial wellness. William has 30 years in the financial services and insuranc
e industry, and he will use his knowledge and experience to help guide families toward achieving their financial goals. EDUCATION & CREDENTIALS:
FINRA Series 6, 7, 24, 63, & 65 securities registrations
Life & Health Insurance License
Accredited Wealth Management AdvisorSM (AWMA®) designation
Bachelor’s Degree in Financial Management – Franklin University
INTERESTS:
Avid Buckeye fan
Involved in charitable work at The OSUCC – James Cancer Hospital and Solove Research Institute
Board Member for Short North Alliance
Experience Columbus Insider
