Bill Schultheis

Bill is full of good ideas.

After more than a decade at Smith Barney, convinced that the Wall Street way wasn’t the right way, Bill wrote The Coffeehouse Investor in order to share his ideas for a simpler, smarter investment philosophy. Today, that philosophy serves as Soundmark’s foundation.

He often thinks of the young couple he recently chatted with who were initially concerned about foreign markets; by the time they left the Soundmark office, they were focused instead on their own savings plan. It’s this common-sense approach that inspired Bill to start Soundmark: the idea that resolving the financial issues in our own lives leads to peace of mind and a secure future.

In his own future, Bill hopes to write more, golf more and cook more.