Provenance Wealth Advisors
For more than 40 years, Regional Director and Financial Advisor William “Bill” McKenna has assisted clients in a diverse range of wealth planning services, especially in the areas of estate and business succession planning. He currently oversees training in all PWA office locations and works with clients across the United States.
Bill is a graduate of Western Michigan University where he earned a Bachelor of Business Administration degree. He holds a professional CHARTERED FINANCIAL CONSULTANT (ChFC®) designation and frequently speaks at industry meetings around the country. He has also written for several publications, including Forbes.
A believer in serving the community, Bill is founder of the eye of the storm teen foundation which organizes teen community projects to help others in need. He is an advocate for Compassion International, which sponsors young children living in poverty.
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Provenance Wealth Advisors
Provenance Wealth Advisors' team of experienced planners carefully evaluates the clients’ personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals. Proper planning is a process. Provenance Wealth Advisors understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together.