When Bill Hansen joined Dynamic Wealth Advisors dba Crooked Tree Capital Advisors in January, he became Dynamic’s first advisor of 2022.

Established in 2012 in Petoskey, Mich., by John Marshall, CFA®, CFP®, AIF®, Crooked Tree has been an affiliate advisory firm of Dynamic for nearly a decade.

Prior to joining Crooked Tree Capital Advisors, Hansen was a financial advisor for Edward Jones for more than four years, working collaboratively with CPAs, attorneys and other professionals to help determine the most appropriate financial and retirement savings strategies for clients.

A native of Petoskey, he provides comprehensive financial planning and investment management services to individuals and families, as well as fiduciary consulting and investment advisory services for foundations, endowments and qualified retirement plans.

“Bill is a tremendous asset to Crooked Tree’s long-established reputation of integrity, serving clients in the Petoskey area,” said Jim Cannon, Dynamic founder and CEO. “As Bill carries on the firm’s tradition of building strong client relationships and service to the community, we look forward to their continued growth.”

An active member of the community, Hansen serves on the board of the Petoskey Little League and YMCA of Northern Michigan. He’s a member of the Petoskey Sunrise Rotary Club, part-time firefighter for the Resort-Bear Creek Fire Department and has coached for numerous baseball teams in the community. Hansen resides in Petoskey with his wife and daughter.

Click HERE for the full news release.

Photo: Dennis Buchner, Unsplash