William O. Morrison, Jr., CPA

William O. Morrison, Jr., CPA

President/ Financial Advisor

Bill is the leader of our organization and he manages relationships with our clients as well as supervises operations. He has both tax and investment knowledge with over 30 years in the business. He is a family man with three grown children who lives in Batavia with his wife Marilyn and takes time to work with his church, social and community organizations. He enjoys skiing, golf, hiking and reading a good book. Bill is a struggling Cubs fan and a dedicated Bears fan.