“William’s ability to learn and retain knowledge has far exceeded my expectations,” said Bill Bunch.
In 2012/2013 William took a year off from school and worked full time for William H. Bunch CPA, PA and Maze Financial Planning. While in school he continued his work for Maze, primarily developing 40-year plans for clients to help optimize their wealth management strategies over their lifetime. In 2015, Bill sold his CPA Practice to Jean Holliday so that he and William could focus on the Financial Planning firm in the Chapel Hill NC area. In 2016, William passed his series 65 exam and began practicing as an adviser for Maze. In 2017, he took on the role of Chief Compliance Officer.
“I’m honored to take on this important role and serve our clients,” said William. “My dad started our firm because his tax clients asked him to. With all the changes in taxes, tariffs and interest rates, I am very happy we can help give people clarity on the things they can control.”