Bill brings over 30 years of industry experience as a business leader and financial advisor to help our clients feel confident about their long term financial security. He is responsible for the financial and estate planning process within the team to help see that our clients achieve their goals.
Before joining the Lambert Dickson Group in 2016, Bill worked for 24 years in the investment management and trust business of Wells Fargo Bank and Abbot Downing, a Wells Fargo business. Prior to joining Wells Fargo, Bill was a tax lawyer at Coopers & Lybrand. He has a BA in Philosophy from Marquette University and a JD, cum laude, from William Mitchell College of Law. He is also a Certified Trust and Financial Advisor (CTFA) and a Chartered Financial Consultant (ChFC).
Bill and his wife Mary have been involved in a number of community activities in Saint Paul and are the owners of Claddagh Coffee Café in Saint Paul.