UP NORTH FINANCIAL® - Key Persons
Attended University of Iowa and played football, then earned his BA in Business from Northern Michigan University. He then worked as a Financial Advisor, first with Merrill Lynch, and then with Smith Barney, in total for 30 years. Bill looks forward to assisting clients and coordinating with Mark on timely research about interesting investment opportunities and market trends. Together, we look forward to working hard on your investment and financial plans, so you can relax.