(P) 904.590.1650
(E) [email protected]

Bill is the Founder of Riverside Wealth Partners and is one of a few select
individuals to hold both the Certified Financial Planner® certification and
Chartered Financial Analyst (CFA) designation.

Bill has 25 years of hands-on experience in the wealth management
industry. He started his career as a research analyst and portfolio manager
with a major commercial bank where he managed over $1 billion in assets
for trusts, individual, and corporate clients. The last 16 years of his career
have been spent as a registered investment advisor where he served
clients in the southeast. In addition to his client work, Bill served on the
firm’s leadership committee and as its Chief Investment Officer.

When not working or involved with family activities, Bill dedicates significant
time to the Rotary Club of Jacksonville, Estate Planning Council of
Northeast Florida, Financial Planning Association of Northeast Florida, and
CFA Society of Jacksonville.

Bill is a 1999 graduate of Stetson University with a degree in Finance.

(P) 904.604.8320
(E) [email protected]

Mary is a Certified Financial Planner™ professional with more than 20 years of experience serving clients in Northeast Florida. She is dedicated to helping individuals and families clarify their financial goals and build thoughtful strategies, especially as they prepare for and move through retirement.

Mary has spent her career guiding clients through complex financial decisions with a steady, compassionate approach. Her work focuses on creating long-term plans that provide confidence, security, and flexibility, allowing clients to enjoy the life they have worked hard to build.

In addition to her client work, Mary serves on the board of Live for Today, a foundation that supports young adult cancer survivors. As a cancer survivor herself, Mary brings a deeply personal understanding to her advocacy and is passionate about helping others navigate both recovery and the future they are rebuilding.

Mary holds a Bachelor of Science in Business Administration from Montreat College. She met her husband, David in college and together they are raising their children Leah and Eli who keep their lives very full. When not working or spending time with family, Mary enjoys chasing sunsets, traveling to the mountains, and capturing moments through photography.

(P) 904.604.8244
(E) [email protected]

Michelle Laird is a Client Service Associate with Riverside Wealth Partners in Jacksonville, Florida. Michelle brings a wide breadth of work experience to the team. Previously Michelle has worked for Target Corporation and Fidelity National Financial where she served as a Human Resource Executive. Additionally, she spent several years at St. Johns Country Day School as a member of their College Counseling team.

Michelle holds a Bachelor of Business Administration (Marketing and Information Technology) and a Master of Business Administration from Stetson University. Michelle is a very active volunteer in both her kids school and in the community, dedicating most her time currently to two organizations very close to her heart, Boy Scouts of America and the Foundation Fighting Blindness. Michelle and her husband, Bill, live in Orange Park and enjoy spending as much time as they can with their two kids Courtney (a freshman at FSU) and Will (a high school student at Episcopal).

(P) 904.590.1650 
(E) [email protected]

Amanda Nguyen elevates the client experience with her responsiveness, dedication, and white-glove service. Amanda assists in operations and client services with her 10+ years of customer service in the financial industry. She started her career at a previous investment firm where she held several positions to help grow assets under management to over $1B and assisted clients/advisors with all their needs. She enjoys communicating with clients to support their needs and provide reassurance. Amanda earned her bachelor’s degree in business administration with an emphasis in Finance from California State University, Fullerton.