Bill has 49 years of background in comprehensive wealth management with particular depth in multigenerational planning. He is focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. Bill specializes in managing relationships grounded in comprehensive financial planning, asset management, trust and estate planning, business succession and other wealth and income strategies. Bill has been very active in the community giving his time and financial support to numerous charitable causes. He has helped many non-profits in Marshfield with raising funds for major building projects over the past 49 years. Bill and his wife Sue strongly believe in giving back to their community.
Bill was born, raised, and has lived in Marshfield his entire life. He enjoys golfing and doing fun activities with his grandkids outside of work.