With over 40 years of wealth management experience, Bill has vast knowledge of the markets, an in-depth understanding of economic cycles and expertise in the various products and investment vehicles available. He maintains an extensive investment business with a high percentage of very long-term relationships with his clients and their families. Bill has also developed and taught several courses in investment and personal finance over the years.
We work together to achieve your goals
Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.
We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.
Our team of experts
Wealth Advisor
English
Offering over 35 years of experience in all aspects of investment and finance, Gina conducts all trading and research for the design and creation of clients’ individual portfolios. She draws on her invaluable knowledge and expertise to elevate the service and solutions we provide our clients.
Michele Bendall
Senior Wealth Associate
English
With more than 25 years in the investment industry, Michele’s primary focus is providing prompt and accurate account administrative service to not only meet our clients’ expectations but to exceed them. Michele has a unique ability to execute complex solutions for the practice, ensuring Acorn Financial Groups operations remain consistent. Her attention to detail and her quality of care makes certain our clients are well taken care of.
Justin Donnelly
Wealth Associate
English
Bringing over 10 years of experience in the Investment and Finance industry, Justin will be focusing on creating written Financial Plans and wealth solutions to assist Acorn Financial Group's clients achieve their desired goals. Justin's extensive knowledge of Financial strategies and natural ability to develop trustworthy, long-lasting relationships, will ensure clients receive unique value above and beyond industry peers.
