Bill has 27 years’ experience in the Financial Services Industry as a branch manager, compliance officer, and financial adviser. He specializes in retirement planning, estate preservation, and long-term care planning. Bill and his partner have owned a financial services firm in Rochester for eight years. In 2016, they formed Stoney Creek Advisors, LLC an independent, fiduciary, fee-based Registered Investment Advisory firm (RIA).
From 1993 to 2005, he was a Board member of the Troy Youth Assistance. He was also a mentor for two young boys through the Youth Assistance Program, Mentors Plus.
Bill grew up in Michigan, and after high school, he spent eight years in Arizona. Given his love of water and boating, he returned to the Great Lakes area. He currently lives in Troy, MI. His hobbies include reading, gardening, and boating. Bill has a Master of Science in Finance from Walsh College and is an adjunct professor of Economics at Oakland Community College.
He is excited about:
  • Becoming involved with local youth mentorship
  • Giving back to the community
  • Enjoying the fellowship of other Rotarians