William G. Siegert

Bill’s career prior to the financial services industry was spent in three positions: (1) Auditing companies and organizations from “the outside” as a Certified Public Accountant, (2) Auditing a public company from “the inside” as an Internal Auditor and Internal Audit Supervisor and (3) as a Corporate Controller and Treasurer generating financial statements and managing all financial aspects for a company that was both privately and publicly held during portions of his twenty-year tenure. He entered the financial services industry due to a lifelong interest in investing, an enthusiasm that has continued to grow during his professional career.

This firm was a good fit for Bill because he could work for/with an individual who shared values of honesty and integrity and was equally fascinated with the workings of our economy and its constant change. He enjoys staying abreast of all financial markets and using his experience to help clients act on the opportunities offered by the changing markets.

Bill holds a Bachelor of Science Degree in Business Administration from Wayne State University, 1977.  His Michigan CPA certificate was earned in July 1979. He holds Series 7 and 66 Securities Licenses. 

In his spare time he enjoys playing golf with his traveling golf club, his golf league and his wife on weekends.  He also likes chopping wood and jogging with the family dog, Griswold.