William is the President, Founder, 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 15 years and has 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 dedication to his clients. He is passionate about their successes, loves what he does, and has a deep understanding of the important role he plays in his client's lives.
William was drawn to the financial industry while growing up and watching his parents struggle with their 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, TN with his wonderful wife, their son, and their daughter. They chose the area because of its strong military community and as a veteran himself, William enjoys being surrounded by fellow veterans and is committed to the military community and its unique challenges. Outside of the office, William enjoys watching sports (his family are both huge Vols and Packers fans) and taking trips to new places. As a personal goal he wants 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!