William Van Keulen is a CFP®, PFS™, and Series 65 credentialed advisor with 23 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at Kovitz Investment Group Partners, LLC and Transform Wealth, LLC (formerly Carnick & Kubik Group, LLC). Focus Partners Wealth, LLC serves a diverse client base including individuals, families, corporations, retirement plans, and institutions, offering investment management, financial counseling, family office services, and fiduciary support. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a broad network of affiliated service companies and products.

Craig Carnick is a CFP® with 27 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has held roles at Kovitz Investment Group Partners, LLC and Transform Wealth, LLC, formerly Carnick & Kubik Group, LLC. Focus Partners Wealth serves a broad range of clients including individual, high-net-worth, family office, corporate, retirement plan, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment strategy combining fundamental and quantitative analysis, and offers a wide array of wealth management, advisory, and fiduciary services.