William Holtz

I have lived in Wisconsin my entire life, and I graduated from UW Whitewater with a bachelor’s degree in Finance in 1987.  I have worked in the financial service industry since graduation.  I currently hold licenses of Series 7 and 66 for General Securities and Investment Advisor Representative.  I am licensed in Accident and Health, Life, and Variable Life/Variable Annuities in Wisconsin and Illinois.

I look forward to meeting with individuals to discuss their goals, and then helping them understand their choices and strategies to achieve their goals.  I have assisted companies implement and administer retirement plans for their employees, saving them money, providing a high level of service, and increasing participation and contributions.  My emphasis in retirement plans is the same as meeting with individuals:  an emphasis on education, to help them understand the benefit offered, tools available, and the importance of saving for retirement.

I met my wife Carey while attending school at Whitewater, and we married in 1989.  We have two fantastic children, Emily and Matt, and we attend church at Oshkosh Community Church.  I enjoy training and hunting with my Brittany, and I participate in various shooting sports, fishing, and hunting.

Please call me to set up a no-cost consultation, allowing me to find out more about your situation, and to explain in more detail how I can assist you in your planning.