Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Office Manager / P&C Specialist
Bridget is our Office Manager and the Property & Casualty Insurance Specialist for the office. She is up beat and always willing to take on a challenge. If she is working on finding you the very best coverage and premium insurance package, you can rest assured that she will leave no stone unturned. The clients that have worked with her love that she will work extremely hard to find you the very best deal possible for your insurance needs.
She is married to her wonderful husband of 39 years, and together they have 5 children, and 4 grandchildren. The grandkids are the light of her life and she loves spending time with and spoiling them (especially with hugs and kisses) any chance she gets! She also loves to garden and spend time outdoors. If you ever get a chance to look at her landscaping, you will need to stop by and ask her secrets.
Financial Advisor, Owner and Director
William is the owner and Financial Advisor at RMB Financial and in his role, he provides holistic financial planning to help his clients address all aspects of their financial lives. He has been in the financial services industry for over 14 years and worked at large financial institutions before starting his own firm. He was motivated to start his independent firm to provide a higher level of service and satisfaction to his clients. He is passionate about their successes and loves what he does and the important role he plays in his clients’ lives.
William was drawn to the financial industry after he saw his own family struggle with finances. He became passionate about providing a comfortable life for his own family, but also because he wants to help as many people as he can make sound financial decisions. The firm is named after William’s sister, Marybeth, who passed away at the age of 27 from a brain tumor. The name is a daily reminder for William of why he does what he does for the families he works with.
William currently lives in Clarksville with his wife and son. They chose the area because of its strong military community and as a veteran himself, William enjoys being surrounded by fellow veterans and helping them as much as possible. Outside of the office, William enjoys watching sports (he and his wife are both huge Vols and Packers fans) and taking trips to new places. His personal goal is to always be learning and providing a better life for his family, so he is also always reading self-improvement and business-related books. But mostly, he just enjoys spending as much time with his family as he can!
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.