Bill joined Wellspring in 2012 as an Intern, and after gaining years of experience with the firm, he currently serves as a Manager. He is responsible for the management and goal-planning for ultra-high-net-worth clients, which includes estate, tax, financial advisory, and investment planning.
Bill graduated from Miami University with a Bachelor of Science in Finance. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Bill is involved in various educational and philanthropic organizations his community including serving as Chair of the Emerging Leaders for the Ronald McDonald House Charities of Northeast Ohio.