Bill is the Financial Case Manager at Garrison Financial, LLC. He assists with all financial cases from the point of sale through funding, and account maintenance.
His knowledge of custodian, RIA and Broker/Dealer requirements is extensive, which enables him to answer questions for our clients and assist them in finalizing settlement documents and court orders with confidence.
Bill’s other responsibilities include IT development of our internal database as well as overseeing intake on our court restricted UTMA cases.
Bill worked with Ryan at a previous financial firm. He and his long time girlfriend Stephanie are animal lovers and they enjoy spending their free time off-roading and gaming. Feel free to call Bill directly at (480) 999-4720.
Bill acts as a non-registered associated person of United Planners.