William Jump, EA

Bill supervises a network group of financial advisors, and Tim Wachter is part of that group. Bill helps these advisors stay in compliance with broker-dealer and regulatory rules.

As a Financial Advisor himself, he also engages in securities production. Additionally, Bill is an Enrolled Agent (EA) with the Internal Revenue Service. As a fellow tax preparer, Bill can act as a sounding board for Tim when Tim is analyzing the tax consequences of various investment strategies.