The firm was originally founded in Wisconsin in 1997 by William Schaidt following the completion of the College of Financial Planning CFP® Professional Education Program. In 2003 Bill passed the CFP® comprehensive certification examination and in 2005 completed all the requirements to use the CERTIFIED FINANCIAL PLANNER™ mark.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.
In 2009 a second office was opened in Florida to provide financial planning services to residents of that state. Business operations were consolidated in the Florida office in 2010 and the firm continues to serve clients from both states from its Florida location.
Prior to founding the firm Bill was employed for more than 25 years as a corporate treasury professional specializing in the areas of global liquidity, foreign exchange and interest rate risk, and short-term portfolio management with two large multinational manufacturing companies located in Wisconsin. He holds a degree in finance/management from The Cleveland State University, Cleveland, OH and has taken additional course work in accounting and taxation at the University of Wisconsin-Milwaukee and the University of Wisconsin-Parkside. Bill is a member of the Financial Planning Association and the Mid-Florida Estate Planning Council.
Over the years Bill has been involved as a volunteer fundraiser with the Arthritis Foundation, taught a financial budgeting class and has held numerous offices and committee positions in his local church.
Bill and his wife, Roberta, enjoy travelling and spending time with their two adult daughters and their families.