William Ertel (CFP®, CMFC, CPA/PFS)
William Ertel focuses in the
following client markets or areas of practice:
- Charitable Giving
- Investment Advice with Ongoing Management
- Charitable Giving
- Investment Advice with Ongoing Management
Planning Specialties
Tassel Capital Management, Inc. provides investment, financial & stewardship guidance. Investment management services are not required to take advantage of financial planning services.
Additional Information
Visit tasselcapital.com for more information.
NAPFA Start Date
February 27, 2003