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William began his career with Summit as an intern in 2004. He is a CERTIFIED FINANCIAL PLANNER practitioner and holds a Bachelors of Science Degree in Family Financial Management from The Ohio State University. William is currently working toward his Masters degree in Financial Planning from The College for Financial Planning.
William is a member of the National Committee for Planned Giving (NCPG) and a NAPFA Corporate Professional Member. William serves as a volunteer with Junior Achievement, teaching economics and finance to Columbus Public School students. William co-chairs the internship program at Summit. | 