Experience and Education
William provides service to plan sponsors and participants. He is a resource to plan sponsors, assists with employee education meetings and leads other projects to benefit clients. Before joining Mariner Wealth Advisors, William worked as a retirement analyst for Retiree Income, a fintech startup. Prior to Retiree Income, William served as an associate for US Bank Private Wealth Management and was responsible for collecting and analyzing financial statements to deliver a wealth summary plan to help ensure clients’ progress toward their goals.
William has a bachelor’s degree in economics from the University of Kansas.
William is a member of the Sigma Chi Kansas City Alumni Chapter and a committee member with the Down Syndrome Guild of Greater Kansas City. In his free time, he enjoys cheering for the Kansas City sports teams and the University of Kansas athletic teams.