Growing up on the westside of Cleveland, Ohio, Bill has spent the majority of his life residing in Northeast Ohio. Coming from a diverse business background, Bill’s transition into the Financial Services Industry was driven by two key factors:
Bill believes strongly in financial life planning as both a tool and guide to meet goals. At an early age, Bill learned how to read nautical charts & understand weather patterns. This helped him plan for “what might happen” out on the waters of Lake Erie.
Relating this to his practice, Bill helps his clients identify “where they are today” and provides them the guidance, resources, and investment opportunities to achieve “where they want to be”.
An active member of F3 Cleveland, when Bill is not working out at 5:45 am on any given day, he is spending time with his wife Angie and their three amazing children. Bill currently holds Series 6, 63, and 65 Licenses along with Life and Variable Insurance licenses.
A lifetime resident of Avon Lake, Angie attended Magnificat before enrolling at The Ohio State University where she studied Marketing and Business. As an OSU Football Recruit Hostess, she had the privilege of meeting with the school’s top football recruits and their families, coaches, along with some of the legends of OSU’s football team.
Following college, she started a job with UBS which provided her the opportunity to work with top producing advisory teams in Columbus, Ohio, Clearwater, Florida, and Birmingham, Michigan.
During her time with UBS, Angie perfected her ability to service ultra-high net worth clients, and was recruited by corporate to train other advisory teams across the country. Angie’s love and passion for helping others, provides our cleints with a world-class service. She currently holds a Series 7 and 66 licenses.
An active Yogi for 15 years, Angie enjoys continuing and perfecting her practice, but above all, loves being a mother to Billy and Michael.