Understanding how finances impact the many facets of everyday life, William Thompson entered the financial services industry a decade ago to have a positive, life-changing effect on others as well as provide knowledge and insight to those who are underserved in financial services.

From starting as a casual go-to person for friends and family to pose their questions on personal finance and investing to gaining experience in banking and brokerage, William felt a personal responsibility and calling to pursue financial planning to speak to unique situations and provide strategies to guide each client toward their goals. 

Whether it’s developing a financial plan or completing research, each day he brings a mentality of wanting the client to win and letting them know he’s there to help them win. As a CERTIFIED FINANCIAL PLANNER™ professional, William truly believes in listening to and prioritizing client needs. These skills, along with providing expertise with such a calming demeanor, have aided him in building client relationships for a number of years.

Outside of the office, William can be found spending time with his wife, along with playing the piano, biking around the city, or boxing.