Bill founded Mainsail with a passion forged from the tragedy of personal loss. After realizing that true independent, unbiased advice was not readily available after the tragic passing of his father (himself a business owner), Bill was called into becoming a source for information and advice to families unfamiliar with the opaque and often times corrupt nature of the financial services industry.

Bill's passion quickly grew beyond the basics of financial planning and into the specialized niche of advanced planning for business owners.  The process he developed goes beyond investment consulting and includes wealth enhancement + wealth transfer + charitable planning.  Each of these areas include multiple subsets in which the Mainsail process drives value to its client families.

Bill recognizes that the health and happiness of the individual, their family, and the business are inextricably linked and can only be impacted by working on the global relationships between these three key areas. His goal is to create the "missing advisor" for owners to work with across disciplines.

Bill is a fan of anything that flies and floats and as such is an avid pilot and fisherman. His one retirement goal is for his primary mode of transportation to have a propeller.

Drew is an experienced CPA who cut his teeth in the field of business advisory at multiple prominent regional firms prior to becoming part of the team at Mainsail.  He is skilled in advising clients regarding business valuation, advanced tax minimization strategies and tactics, and integrated business and personal financial planning for the entrepreneurial household.

Drew is a proponent of being business casual all week and putting on your finest each Sunday in church.

Drew's diverse skill set is critical to the process of becoming the central advisor to each of our client families.  We call him the "Swiss Army Knife for your Financial Life."  When he doesn't already know the answer he will find it directly for you.

Drew has a veritable alphabet soup of credentials behind his name but his best attribute is his ability to boil the complex interdependent and multivariate relationships of his client's financial situation into simple implementable action plans.

Kelly Rinaldi, Director of Client Service

Kelly leads the client service team at Mainsail, overseeing the workflows, systems, and day-to-day operations that support every client relationship the firm has. She has spent more than two decades in the RIA industry, joining Mainsail in 2014 from one of the largest independent advisory firms in the country, and is a transplant from the Chicago suburbs.

Her focus is execution. The advisory team identifies the strategies and tactics; Kelly makes them straightforward for clients to implement — on a timeline that works for a business owner with a full plate. She brings organizational structure to the fast-moving world of the entrepreneur, and having worked at both ends of the industry, she has a clear-eyed view of what a firm gains by serving a specifically defined niche rather than operating as an investment generalist. That perspective shapes how she builds our processes and how she works with clients and the internal team alike.

Kelly holds the Financial Paraplanner Qualified Professional™ (FPQP™) and Associate Professional in Human Resources (aPHR®) designations.

Outside the office, Kelly spends time with her large family, traveling, and volunteering at Hope Horses.