A native of Northwest Ohio Bill moved to Columbus upon graduation from Port Clinton High School. Bill attended The Ohio State University where he earned his Bachelor’s of Science degree in Family Financial Management in December of 2007.
Upon graduation Bill began his career in financial services early in 2008 with American International Group (AIG). Bill quickly realized that in order to best serve his clients he needed to offer them a full service and independent approach to planning. In December of 2008, Bill helped found Symphony Partners, Ltd., an independent financial and insurance services firm in Dublin, Ohio. In early 2010 Bill helped found Parallel Equity Advisors, Ltd., a fee based Registered Investment Advisory firm.
Bill specializes in customizing each businesses and individuals growth/financial plans in order to fit their unique goals. He enjoys educating his clients as to why certain strategies are in place and how they will help work towards the goals set forth.
In his spare time, Bill enjoys running, golfing, watching all Cleveland and Buckeye sports, concerts, and relaxing with his family. Bill resides in Upper Arlington with his children, William and Hadley.