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Bill Schiffman, CPA, PFS

PRINCIPAL

Overview

I’m a problem solver for clients and our team. I rely on over three decades of experience in the industry and can design tailored solutions that are grounded in independent advice.

ACCREDITATIONS & EDUCATION

  • Certified Public Accountant
  • Holds Series 7, Series 66, and Life, Health & Annuity Insurance licenses

HOBBIES AND PERSONAL LIFE

  • I live with my wife Lynne Aronson and we have multiple four-legged children.
  • Host of “In the Know” on WOSU-TV.
  • Enjoys travel, cooking, charitable work, and almost all sports.
  • Greatest passion outside of family and business is thoroughbred horse racing and is involved in several racing/breeding ownership ventures.

FAVORITE QUOTE

“Time only matters to those who serve it.”

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