Bill has been providing independent financial advice since 1992 and owned his own firm, Securus Financial Strategies for 26 years until joining Peak Wealth Solutions in June of 2019. He is active in the financial, business and local community taking leadership roles in each. Bill believes holistic financial planning is the only way to provide an objective assessment of an individual’s or family’s financial situation and help them achieve their financial goals. Bill keeps his clients focused on their goals and objectives and what is within ones control which includes what one earns, spends and saves.
Bill graduated from John Carroll University with a BS/BA in 1976, received a MBA from Wright State University in 1991 and earned his CFP® certification in 2003. Bill holds FINRA series 7, 24, and 63 registrations.
Bill is past president and past chairman of the Northeast Ohio Chapter of the Financial Planning Association, past chairman of the Northern Ohio Area Chambers of Commerce, current board member and past president of the Solon Chamber of Commerce, treasurer of the Cuyahoga County Public Library Foundation and Ward 7 Councilman of the City of Solon.
When Bill is not assisting clients or volunteering in the community he manages, plays and serves as commissioner of the Greater Cleveland Adult Baseball league. He lives in Solon with his wife Mary and daughter Kerin. His sons Tony and Matt reside in Texas and Oregon respectively.