WILLIAM T. KRIESEL CPA/PFS, CFP®/AEP®

WILLIAM T. KRIESEL CPA/PFS, CFP®/AEP®

Registered Principal and Managing Member

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I started my career in Public Accounting in January, 1986, getting thrown into the middle of tax preparation a few weeks after completing my B.S. degree in accounting at LeMoyne College.

I spent the first 15 years of my professional life solely focused on tax and accounting services.  One of the tax areas that I become heavily involved in was estate tax and fringe benefit planning.

While working with business and individual clients in these areas, it became clear that they were looking for additional services from our CPA firm. In 1998, a client of mine was put into an investment program that really didn’t meet their needs.  It was then that I decided I needed to form Diversified Capital Management, LLC.  Part of that process included becoming licensed to offer securities and insurance products.  Since then, I have transitioned from performing accounting services, to primarily providing financial planning services.

The majority of my time is now spent helping businesses establish appropriate retirement and benefit plans for their employees in a tax efficient manner, and helping individuals define and establish a plan to meet their life goals whether they be short term oriented for purchasing a house, establishing an appropriate investment portfolio or insuring against short term risks, or long term goals such as retirement and estate planning.

Bill is a Registered Principal associated with Cadaret, Grant & Co., Inc., a FINRA member firm and is a Managing Member of Diversified Capital Management, LLC .

Prior to his role as one of the founding partners of Diversified Capital Management, LLC, Bill was the proprietor of his own accounting firm as well as having experience working within two other accounting firms locally. Bill is currently a partner in the tax department at Bowers & Company CPAs, P.L.L.C and the partner in charge of the financial planning subsidiary B&C Planning Services, LLC.  Bill is also a Managing Member of ETFidea, LLC. He holds a Bachelor of Science degree in Accounting from LeMoyne College and is a licensed CPA in New York State.

Bill's areas of practice include comprehensive financial planning, estate and retirement planning, insurance planning, investment planning, education planning, and business advisory services.


PROFESSIONAL ACTIVITIES

  • American Institute of Certified Public Accountants (AICPA),Member
  • New York State Society of Certified Public Accountants (NYSSCPA),Member
  • Financial Planning Committee for the NYSSCPA, Past Chair
  • Estate Planning Council of Central New York, Past President

HONORS

  • 40 Under 40 Award recipient-1998, sponsored by M&T Bank (recognition given to Central New York business and civic leaders)


LICENSES and DESIGNATIONS

  • Series 7, Series 63 and Series 24 (General Securities Principal) Securities Licenses
  • Life, Accident and Health Insurance License (New York State and Florida)
  • Certified Financial PlannerTM (CFP®)
  • Certified Public Accountant, New York, 1989
  • Accredited Estate Planner (AEP®)
  • Personal Financial Specialist  (PFS), a sub-designation for CPAs active in financial planning

CIVIC and CHARITABLE ACTIVITIES

PUBLICATIONS

Phone 315-234-1186
Fax 315-701-2789