William is a financial analyst who joined our firm in early 2023. He works closely with Mike Salmon to service commercial real estate (CRE) brokers and provides a variety of account functions such as new account setups, transfers, and daily maintenance. He also works with the tax department to provide CRE brokers critical tax projections. William will soon start studying for the Enrolled Agent exam and looks to prepare for the Certified Financial Planner (CFP) exam shortly thereafter. William is a proud alumnus of Florida State University and received his Bachelor of Science in Finance with honors in 2021.