wkriesel@diversifiedcapitalmanagement.com

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 and the partner in charge of the financial planning department at Bowers & Company, CPAs, P.L.L.C. and 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

• Upstate New York Chapter of the Financial Planning Association, Member

• Estate Planning Council of Central New York, 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 Planner

• Certified Public Accountant, New York

• Personal Financial Specialist
   

CIVIC and CHARITABLE ACTIVITIES

• Syracuse Opera Company, Inc., past Member and past Treasurer, Board of Directors

• Home Aides of Central New York, Inc., Board of Directors

• Baldwinsville Kiwanis Club, Past President

• Youth Soccer coach, coaching with WOYSA, Fayetteville-Manlius recreation and the CNY Family Sports Center