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 insurance 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
