As a partner of Armor Wealth Group, LLC, William is committed to applying his knowledge and experience to helping clients work towards their financial goals. His concentrations are on developing strategies in the areas of Wealth Accumulation, Family Protection, Tax-Qualified Retirement Plans, Executive Benefits, Employee Benefits, and Business Continuation Strategies.
By taking a holistic point of view with the client; William and his partners offer innovative solutions and investment tax strategies to individuals and families as they plan their retirement and/or business exit strategies whether passing on an inheritance or conducting family meetings to discuss intergenerational wealth and the family’s philosophy of philanthropic giving.
Armor Wealth Group, LLC is an organization built on a strong foundation of knowledge, experience and exceptional service. With access to the knowledge and experience of the firm’s financial professionals and talented team, William utilizes his personal and professional resources as he offers a high quality approach towards meeting the financial needs of individuals, families and business owners.
William holds his Series 6 and 63 securities registrations with LPL Financial, and has his life, health, accident and long-term care insurance licenses. State Registrations include Illinois, Michigan, California, Florida, Georgia, Indian, New Jersey, New York, North Dakota and Wisconsin.
William holds a Bachelor of Science in Finance from DePaul University. Prior to Armor Wealth Group, LLC, he spent fourteen years in the financial services industry and is driven to serve all of his clients’ financial needs.