Bill Schiffman

CPA, PFS, President & Co-Founder

Since Bill grew up in an entrepreneurial family, it was inevitable that he would start his own business. He can’t say with certainty that, as a child, he would have predicted that he would be in the financial services industry; however, he’s quite happy that it turned out that way.

Bill often says (tongue in cheek) that “he has more licenses than sense”. In addition to being a Certified Public Accountant, he holds Series 7 and 66 qualifications, and has life, health, and annuity insurance licenses that allow him to perform services in a number of states throughout the country. Aside from allowing him the joy of countless hours of continuing education, this combination of achieved standards allows Bill to provide a complete array of experienced consulting acumen to his clients.

Bill’s business philosophy is based upon his passion for achieving proper results for a client’s needs. He believes that the close relationship with a client is critical. “We’re a family business that deals with family businesses and family matters”.

Bill is married to Lynne Aronson, and they have multiple four-legged children. In what little free time he has (he is also the host of “In The Know” on WOSU-TV), Bill enjoys travel, cooking, reading, charitable work, and almost all sports. His greatest passion outside of family and business is thoroughbred horse racing, and he is involved in several racing/breeding ownership ventures.

Check the background of this investment professional on FINRA’s BrokerCheck.