William is a graduate of the University of Arizona, Eller College of Management, where he earned his degree in Economics. He subsequently completed the University of Arizona's Personal and Family Financial Planning Certificate Program.
William also brings practical financial-planning experience from wealth management firms in Tucson. His experience includes developing financial plans using eMoney, working with client relationship management systems, reviewing estate-planning documents, assisting with client transactions, and participating in advisor/client meetings. He will initially work closely with the Carmichael Financial team to further strengthen our financial-planning capabilities and client-service infrastructure.