William began his financial services career in 2013 at E*TRADE Financial and subsequently held positions in client service and financial planning at several firms in Chicago and Washington, D.C. before landing at Mercer Advisors in 2023. As a financial planning analyst, he enjoys formulating different strategies to help clients get from where they are to where they ultimately want to be in their financial lives. He is a graduate of Southern Illinois University with a degree in business and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of work, William enjoys exploring the restaurant scene with his wife, working out, and playing the piano.