Bill Kriesel is a Certified Public Accountant with over 30 years of tax and accounting experience. Recognizing the lack of a comprehensive approach to personal financial planning services, Bill built on his CPA experience to become a Certified Financial Planner™, Accredited Estate Planner, Registered Principal, Life Accident & Health Agent, and Personal Financial Specialist.

Bill was honored as a recipient of the inaugural “40 UNDER 40” award, which recognizes 40 people under the age of 40 who have excelled in the workplace and in the community.

Bill’s planning services are supported by the teams at Bowers and Company, CPAs, PLLC and Diversified Capital Management, LLC., who assist clients nationwide. Diversified Capital Management is a financial planning firm, securities offered through Cadaret, Grant & Co., Inc. Members FINRA and SIPC, with four planners offering a full range of security and insurance products.

A life-long Syracuse resident, Bill lives with his wife, Kelley in Manlius. Active in the community, Bill has coached soccer and baseball, served on charitable boards and various organizations. Bill enjoys traveling, usually to wherever his kids are, or to a beach area to enjoy seafood, scuba diving and being with his family.

Professional Affiliations & Community Involvement

• Member – American Institute of Certified Public Accountants (AICPA)
• Member – New York State Society of Certified Public Accountants (NYSSCPA)
• Past Chair – Financial Planning Committee for the NYSSCPA
• Member – Estate Planning Council of Central New York
• President, Board of Directors – Literacy CNY
• Past President & Board Member – Estate Planning Council of CNY
• Past Member, Board of Directors – Treasurer of Home Aides of Central New York, Inc.
• Past Treasurer of the Board of Directors – Syracuse Opera Company, Inc.
• Past President – Baldwinsville Kiwanis Club
• Youth soccer coach – WOYSA, Fayetteville-Manlius recreation and the CNY Family Sports Center