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About
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 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.

