William "Bill" Fons

Bill Fons brings more than three decades of investment experience to his work helping individuals and families pursue their financial goals. He specializes in portfolio management and personal financial planning, taking a thoughtful and disciplined approach to helping clients make informed decisions about their wealth.

Bill began his career in the financial services industry after earning a Bachelor of Science degree from Marquette University in 1973. Following graduation, he was associated with Wisconsin’s largest financial institution, where he was responsible for risk management across more than $3 billion in assets. Since 1994, he has been affiliated with member firms of the Financial Industry Regulatory Authority (FINRA). His extensive background in investment management and risk management provides him with a well-rounded perspective when developing strategies designed to help clients navigate changing financial markets and pursue their long-term financial goals.

Outside of the office, Bill enjoys spending time with his wife, Gail, flying, traveling, golfing “after a fashion,” and enjoying Wisconsin summers at their Okauchee Lake property, where they spend time boating. He also enjoys the occasional round of sporting clays.