William is committed to supporting his clients throughout their financial journeys. He loves every opportunity to engage with them, and he strives to exceed their expectations as he designs comprehensive and goal-oriented financial plans for their retirement. With meticulous attention to detail, he conducts thorough needs-analyses and leverages an all-encompassing planning structure to ensure his clients’ needs are met in every area and season of life. With nearly 15 years of experience in business leadership and client management, he has a knack for making clients feel heard, understood, and cared for.
Education & Designations
- Bachelor of Arts, Communication & Management – St. John’s University
- Series 65 license
- Minnesota insurance producer license
- CERTIFIED FINANCIAL PLANNER® (CFP®) – currently pursuing
Personal Life
Outside of Triton Wealth, William spends most of his time outdoors with his wife Courtney. When they’re not on Cedar Lake fishing or surfing, they enjoy golfing, fitness, cooking wild game, and making memories with family and friends.