William joined Sentinel Group in 2020 as a Financial Wellness Educator with the Wealth Management Group. William works closely with retirement plan sponsors to develop education strategies for their employees to educate them on their corporate-sponsored retirement plans and improve their total financial wellness.
William has worked in a variety of industries including non-profit, finance, and human resources. Before joining Sentinel Group, he served as a Retirement Education Specialist with Alliance Benefit Group of Michigan. He has a passion for taking complex information and making it relevant and easier to understand to all populations. Additionally, he is passionate about helping individuals and families learn that improving financial wellness is, with diligence, accessible to all.
Educational Background and Certifications
Wayne State University, Detroit, MI – BA, Communication Studies
Wayne State University, Detroit, MI – MA, Communication
NAPA - Certified Plan Fiduciary Advisor (CPFA)
Certified Credit Counselor, National Association of Certified Credit Counselors
FINRA Series 65
Out of the Office
William enjoys improving his health and fitness, spending time with his loved ones, and consulting on research projects in the area of communication.