Bill Thomas

Bill has been in the financial industry for over 20 years. He received a Bachelor degree, from Central Michigan University in Accounting and a Master degree, from Walsh College in Financial Planning. He maintains the designations of Certified Public Accountant (CPA) and Certified Financial Planner (CFP^(R)). Spending the first 10 years of his career training new advisors coming into the industry, he has turned his focus the past 12 years on building his own practice. As a former staff trainer and compliance officer he understands the ethical side of the business and its critical role in being a fiduciary advisor.

As a member of the Secure Financial Group, he maintains and runs his own practice out of Utica, Michigan. Bill offers a range of services with a focus on Financial Planning, Investment Management, Tax Planning and Preparation along with risk management services for Life, Disability and Long-Term Care Insurance. His practice ranges from new young savers to business owners requiring higher levels of consulting and advice.

When Bill’s not crunching numbers, his wife Maria and two daughters keep him busy, along with his dog Bailey. He enjoys working outdoors, riding his Harley, and reading. He is also an active driver for Meals on Wheels, a supporter of the Crossroads, a pregnancy support group, and his local church St. John Vianney.