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. In 2016, after successfully completing his certified financial planner designation (CFP), Bill was promoted to Senior Associate. Bill assists our client management team by providing estate, tax, financial advisory and investment planning for our clients. Bill is involved in educational and philanthropic organizations in Cleveland such as the Ronald McDonald House and the Cleveland Museum of Art. Bill and his wife Maria currently reside in Downtown Cleveland.