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Our Team 1
Bill Thompson

Bill Thompson, CFP

Certified Financial Planner

I provide independent financial advice to ensure that every financial plan I prepare for a client is based on unbiased research.

I value a client’s trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.

My primary goal is to ensure that all key aspects of each client’s financial plan are addressed in a manner consistent with professional financial planning practices.

Combined with my dedication to my clients, my long term experience in financial planning allows me to provide unparalleled expertise when helping my client to increase their wealth, reduce their risks and lower their taxes.

Steve Smith

Steve Smith, CFP

Certified Financial Planner

I provide independent financial advice to ensure that every financial plan I prepare for a client is based on unbiased research.

I value a client’s trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.

My primary goal is to ensure that all key aspects of each client’s financial plan are addressed in a manner consistent with professional financial planning practices.

Combined with my dedication to my clients, my long term experience in financial planning allows me to provide unparalleled expertise when helping my client to increase their wealth, reduce their risks and lower their taxes.

Susan Clarkson

Susan Clarkson

Office Manager

I provide administrative support to all our of clients. Whether you need help tracking down a tax form, completing an application form, or need an update on a pending transaction I can assist you.

I love my job because I am helping to make our clients’ lives easier and I love seeing our clients succeed not just in their financial live but also in their personal life goals too.

My primary role is to assisting Bill & Steve in ensuring that each of our clients’ financial questions and needs are addressed in the most timely manner possible.

To book an appointment with either Bill & Steve please to discuss your financial strategy please contact me at: 888.555.1212