Bill is a Wealth Management Advisor and Certified Financial Planner™ who takes a client-first approach to every relationship. Since joining Crooked Tree Capital Advisors in 2022, he has focused on providing personalized financial strategies that help individuals and families pursue their long-term goals with clarity and confidence. Before joining Crooked Tree, Bill graduated with a B.S Degree from Central Michigan University. Bill began his career at a large national brokerage firm, where he developed a strong foundation in comprehensive wealth management.
Outside the office, Bill enjoys spending time outdoors and attending sporting events. He and his wife, Katlyn, stay active keeping up with their two children’s sports and activities. Deeply committed to giving back to his community, Bill volunteers with Petoskey Little League and the Manna Food Project, and is an active member of the Petoskey Rotary Club.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
