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Our Team 8
Bill Thompson
CFP, RFP, CH.F.C.
Steve Smith
CFP, Life Insurance Advisor
Susan Clarkson
Office Manager

What our clients are saying…

“My wife and I have known Bill for over 10 years, working with him in various settings from investments to taxes to even charity planning. It is good to know that Bill has such a great reputation in the community and a heart for serving and helping others. He is sensitive to our particular needs and is a good teacher in helping us to understand a holistic picture of how to handle our finances.  We wholeheartedly recommend Bill Thompson for your financial needs, you won’t regret it.”

Gregory & Nerissa Bainbridge

Director of Community Services

“The smartest move we have ever made financially was signing on with Bill Thompson. The value he provides is not limited to his extensive financial knowledge, but also the passion and the care he shows his clients.  You could say that Bill lives and breathes “know your client”, getting to know his clients and tailoring strategies to help them get to where they want to go.  It’s been 15 years and we can’t wait to work with Bill for the next 15.”

Carlos & Esperanza Alvarez

Alvarez Plumbing Contractors