Mr. Bates is a graduate of Northern Michigan University. He also holds both the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. Since 1982, Bill's experience as a wealth management professional have honed his skills and developed a personal philosophy that strives to reach a balance of family and work relationships.
He enjoys the independent spirit and the professionalism of Encompass Financial Partners, along with the oppportunity to provide complete client satisfaction and personal service.
Bill also works hard at a golf game that is a cornerstone of his most enjoyable client relationships. His honest, direct style of communication begins with excellent listening skills and leads to an open consultation method that encourages dialogue and discussion. The Michigan native lives in Clarkston with his wife and daughters.