Role and Company
Senior Partner, Everest Financial Group, LLC
Expertise
25 years experience in financial services
Location
Minneapolis, MN
About William
I have been in the financial services industry for 25 years, and am currently a senior partner in a registered investment advisory firm. I specialize in financial and retirement planning. My first career was 21 years in education, high school and college. I coached high school, college, and semi-pro football for 41 seasons. I am currently volunteer time in several community organizations. I am aware of veterans concerns since both my son and daughter-in-law are currently active Air Force, and have had multiple overseas deployments. I look forward to helping veterans with financial and business concerns.