Team
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Bill Simonds
Director | Financial Advisor
William Simonds started his profession as a Financial Advisor in April 1995. He is licensed with the Financial Industry Regulatory Authority with a Series 7 General Securities License. In the State of Michigan he is licensed with the...
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Carrie Wills
Assistant Vice President
Acting in collaboration with Bill, Carrie's role is to assist Bill's clients by dedicating herself as a primary source of service. Whether it's a simple account issue or a change in life, she is here to help guide his clients along the...
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