William is passionate about working with women and families to achieve their financial and life goals and protect their lifestyles. He became a financial planner after witnessing the devastating effects that poor counsel had on his mother-in-law following the death of her husband. She lost her home, savings and sense of financial independence. He is deeply committed and works diligently to ensure others never faced the same fate.
William founded FocusYOU as a client-centered alternative to traditional financial sales and service. He recognized that people want service and advice with focus on their priorities and aspirations—their life—and not on the advisor or some company or product. As a truly independent CERTIFIED FINANCIAL PLANNER™ professional, William’s only loyalty is to you—the client.
William’s guiding principle is you’ve done the best you can with what you know. You’re an expert in what you do—not in personal finance. He believes that beating yourself up or holding on to past regrets doesn’t serve you.
Fostering a non-judgmental shame-free environment, he creates a safe space for you to share whatever financial challenge is weighing you down. No question is off-limits or too simple or embarrassing to ask.
•University Of Kentucky •University of Arizina •UCLA