Our Team

In addition to overseeing the strategic direction of the firm, Bill is also the head of the investment team. Over 30 years, he has provided both retirement planning advice and portfolio management for individual investors.

Bill’s practice centers around helping automotive industry clients, church leadership, and busy working professionals serious about saving. Prior to founding LifeGuide Financial Consultants, Bill served as Senior Vice President at Wunderlich Securities. He was a Vice President and Sales Manager at Morgan Stanley where he mentored advisors.

Bill has developed and uses an investment strategy we call the “Careful Capitalist”. The "Careful Capitalist" strategy seeks market growth with less volatility when compared to the overall stock market. The strategy also uses a sell discipline when the markets are in a major downtrend.

Throughout the year, Bill teaches an investment course he created at Schoolcraft College. The course focuses on providing attendees with a deeper understanding of investing and financial planning from the novice to the more advanced trader. He has served as a Trustee for the Michigan Opera Theater and has been a guest lecturer at Liberty University. Bill also participated in the State of Michigan Investor Protection Trust seminar series as a lecturer and counselor.

Bill earned his degree from Northwood University with a concentration in Economics. He has completed the FINRA Series 7, 8, 63, 65, 31 (held through LPL) and his Health and Life Insurance licenses. In addition to spending time with his wife and three adult children he also serves as a deacon at his local church. He is a “car guy” and enjoys Membership at Edgewood Country Club. He has used his love for cars to support things he cares about – raising money for food pantries like Love, Inc. and Promise Village homes for kids.

There is no guarantee that any investment strategy will be successful. Investing involves risk, including the potential loss of principal. LPL Financial is not affiliated with any other entities referenced.

Alex graduated cum laude from Northwood University with a Bachelor of Business Administration (B.B.A.) and a concentration in finance. While working on his degree, Alex was active in Greek life—serving his chapter as treasurer and alumni relations chairman. He also served as treasurer for the Inter-Fraternal Council. We have a culture of serving at LifeGuide FC, and Alex is no different. He volunteered at the Midland Shelter House and raised money for St. Jude Children’s Research Hospital. Alex began his career in financial services at Northern Trust as a Senior Analyst in Investment Operations Outsourcing where he was responsible for supporting several investment managers. Since joining LifeGuide Financial Consultants, Alex has completed the FINRA Series 7, 66, (held through LPL Financial) currently, and his Health and Life Insurance Licenses. Alex is a globetrotting bibliophile. After traveling through Europe, he has developed a penchant for classic French cuisine. When he is not eating at a Michelin-starred restaurant; you can be sure he is researching his next dining experience.

Tony brings over 22 years of experience in the wealth management industry. His knowledge of back-office support and detailed retirement knowledge helps round out the Lifeguide team by making them more efficient.

Before joining LifeGuide FC he was a Vice President for Fidelity Investments Private Client Group and a Senior Wealth Advisor at Mainstay Capital Management and the Director of the TD Ameritrade Advisor Direct program while at Mainstay. Tony has been a Certified Financial Planner (CFP®) since 2006 and also has the following certifications: Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Registered Employee Benefits Consultant (REBC®), Retirement Income Certified Professional (RICP®), Chartered Retirement Planning Counselor (CRPC).

Tony earned his bachelor’s degree from Eastern Michigan University where he was a member of the varsity swim team for 4 years. He also earned a master’s degree from Walsh College with a concentration in finance. Tony is married to his high school sweetheart and together they have two daughters. In his spare time, he enjoys yoga, exercising, and an occasional music concert. Tony also participated in Meals on Wheels for a decade and has taught religious education classes to first graders at St. Hugo of the Hills Catholic Church where his children also attend school. He teaches retirement and estate planning classes at Schoolcraft College.