Bill upholds the highest standards of excellence in personal financial planning as a CERTIFIED FINANCIAL PLANNER™ (CFP®), one of the most respected designations in our industry. At the start of his career, Bill audited banks and healthcare companies as an accountant with Peat, Marwick & Mitchell. From there his interest in financial services grew which led him to work in the institutional fixed income sector. In 1995, Bill moved to Tennessee where he met his colleague and trusted associate, Gary Greene, founder of Wellspring Financial Solutions. Throughout his tenure as a financial advisor, Bill has held many leadership roles including branch manager. Bill is a natural fit with the Wellspring Financial Solutions team where he continues to build on values of integrity, honesty, trust and responsibility in his commitment to client’s goals.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.