As a Wealth Advisor, Bill partners with high-net-worth individuals and families to navigate complex financial decisions and develop integrated wealth strategies designed to support long-term goals across generations. His experience spans comprehensive wealth planning, investment strategy, estate and wealth transfer planning coordination, tax-efficient planning, and retirement planning for affluent families and business owners.
Before joining Legacy Trust in 2026, Bill advised high net worth and ultra-high net worth clients at Plante Moran Financial Advisors, where he worked alongside tax, estate, and investment specialists to deliver coordinated planning solutions for complex client situations. Through this collaborative approach, he developed a strong foundation in aligning sophisticated financial strategies with each client’s broader personal and family objectives.
Bill is a CFP® professional who is committed to delivering thoughtful guidance, proactive communication, and a high level of personalized service. He values long-term relationships built on trust, clarity, and a deep understanding of each client’s unique priorities and legacy goals.
Experience
Legacy Trust, 2026 – present
Plante Moran, 2017 – 2026
Certification
Certified Financial Planner
Series 65 – Uniform Investment Adviser Law Examination
Education
B.A., Hope College
Community Involvement
West Michigan Estate Planning Council – Member
Economic Club of Grand Rapids – Member