William joined Summit Financial in 2004. He holds a Bachelor's of Science degree in Family Resource Management from The Ohio State University and a Master's of Science degree in Financial Planning from the College of Financial Planning.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a NAPFA Corporate Professional. He has given numerous speeches to both local and national groups and was invited by the city of Dublin to teach an adult continuing education class on financial planning. He has been quoted in the Wall Street Journal for his work on financial transitions for families and college planning.
William lives in Marysville with his wife Kristen and two rescue dogs, Coal and Twix. He serves as president of Columbus Junior Chamber of commerce and sits on the board of the Columbus Youth Foundation. In his free time, William enjoys playing hockey and camping.
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