William Peterman- CPA, CFP, MRFC

Bill has been in the financial planning business for over 20 years. Bill earned A Bachelors Of Science Degree in Accountancy from Western Illinois University in 1980. Bill has earned many industry designations including: Certified Public Accountant, Certified Financial Planner, and Registered Financial Consultant. Bill holds FINRA Series 7, 24 & 66 licenses. He also holds a Life, Heath and Annuity licenses in the state of Illinois and various other states.

For the past 20 years, Mr. Peterman has been helping individuals in areas of financial planning, investment planning and tax planning. In addition to working with individual clients, he has been a national trainer and has taught numerous seminars for the public on all areas of investment and financial planning.