Bill brings more than 30 years of industry experience as a business leader and financial advisor to help clients feel confident about their long-term financial security. He is responsible for the wealth planning services within the team to help 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 Bachelor of Arts degree in philosophy from Marquette University and a Juris Doctor, cum laude, from William Mitchell College of Law. He is also a Chartered Financial Consultant® and has held the Certified Trust and Financial Advisor designation in the past. Bill and his wife, Mary, have been involved in a number of community activities in Saint Paul. Along with their daughter, Molly, they are the owners of Claddagh Coffee Café and Emerald Lounge in Saint Paul.
