Work History
Edward Jones
Edward JonesOctober 2017 to Current
About Bill
See Bill in Interlochen, where the Art and Science of financial service meet!
You've visited Interlochen Arts Academy to enjoy world-class art and music. Why Interlochen for financial services? We're proud to bring together the industry-leading resources of Edward Jones with our local approach to combine big-firm leverage and small-town values in what clients tell us is a uniquely personalized experience.
We start our process by really listening – so we can understand the true needs of you, your family or business. We then create and implement holistic strategies to guide smart financial decisions and help avoid common mistakes. I've further my...
You've visited Interlochen Arts Academy to enjoy world-class art and music. Why Interlochen for financial services? We're proud to bring together the industry-leading resources of Edward Jones with our local approach to combine big-firm leverage and small-town values in what clients tell us is a uniquely personalized experience.
We start our process by really listening – so we can understand the true needs of you, your family or business. We then create and implement holistic strategies to guide smart financial decisions and help avoid common mistakes. I've further my...
Focus Areas
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Insurance & Annuities
Work History
Edward Jones
Edward JonesOctober 2017 to Current
Certifications
ABFP™
Accredited Behavioral Finance Professional™
Education
Central Michigan University
Central Michigan UniversityBachelor of Science
Education
Central Michigan University
Central Michigan UniversityBachelor of Science
Personal Interests
- Culinary Arts
- Wine Collecting/Enthusiast
- Golfing
- Gardening
- Outdoor Enthusiast
Team Members
Dawn Brown-SchultzBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
InterlochenFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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