After graduating from Miami University in May 2012 with a degree in Finance, Bill became a Wellspring intern. After gaining this experience, he joined our firm as an associate in September 2012. Bill assists our client management team providing estate, tax, financial advisory and investment planning for our clients. Bill is currently in the process of obtaining a CFP designation which he’s expected to complete by the summer of 2016. Bill is involved in educational and philanthropic organizations in Cleveland such as the Ronald McDonald House and the Cleveland Museum of Art.