Advisory Board

Bill Hoover is a 16 year professional with a focus on our closely held business market. He specializes in succession planning, exit strategies for business owners, customized pension plans, executive benefits, golden handcuffs, and is our investment specialist. Bill started his career as an infantryman in the Marine Corps, and was fortunate enough to obtain an appointment to the United States Naval Academy. While at the academy, Bill obtained his Bachelor of Science in mathematics. From the Naval Academy Bill started flight training for the Navy, and was promptly offered a career change to the supply corps of the Navy due to deteriorating eyesight. Bill finished his tour in the Navy as a supply officer on the U.S.S John A. Moore conducting counter-narcotics in South and Central America. From there Bill transitioned to the civilian world by obtaining his Masters of Business Administration with a focus in finance from the University of Cincinnati on scholarship Bill started his practice here in the Cincinnati market after graduating from the program and has built a career helping our clients plan and utilize sophisticated solutions to save taxes, grow wealth, and achieve financial independence. Bill currently manages $100 million in assets and is actively involved in the professional community in regards to serving business owners.

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian