WILLIAM ZANK, CFIP

Investment Associate
Team Member since 2017

   

William Zank has strong accounting and finance knowledge and has excellent attention to detail. In addition, he has strong analytical and organizational skills. William brings 4+ years’ experience in financial planning and investment management. He acquired his bachelor’s degree in financial planning with a minor in finance from Central Michigan University. William is a Certified Fixed Income Practitioner (CFIP). He is a board member for the Great Lakes Bay Economic Club and enjoys volunteering at Trinity Lutheran Church.

What are your specific goals for Tri-Star Trust clients?

My goal for clients at the bank is to receive the absolute best service they possibly can.

What’s the best piece of professional advice you’ve ever received?

If you ever face anything difficult in your career, you should embrace it and conquer any fear you have about it-Professor at CMU.

What’s your favorite quote?

“The only limit to our realization of tomorrow will be our doubts of today” – Franklin D. Roosevelt

What are your top three bucket list items?

  1. Visiting Denali National Park in Alaska
  2. Going back to Kauai
  3. Traveling to Maine