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William T. Easley CFP®, ChFC®, AIF®

William T. Easley CFP®, ChFC®, AIF®

Partner / Financial Advisor

William attended the University of Kansas where he served as President of the Student Body in 1985. He graduated in 1986 with a Bachelor of Arts Degree.

In 1987, William became Series 7 registered and began his career in the financial services industry. William also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1993 from the College of Financial Planning. He went on to earn the Chartered Financial Consultant (ChFC®) designation in 2001 from the American College, get his Series 65 and 31 securities registrations. In 2003, William earned the Chartered Mutual Fund Counselor (CMFC) designation from the College of Financial Planning, and in 2017, William completed work to earn the Accredited Investment Fiduciary (AIF®) certification.

William previously served on the Board of Directors for Ozanam. He is married to Kristin and has three children, Will, Maddie, and Gwynne.