William Hallmann

Bill's approach is centered on coordination — aligning investment strategies with each client's broader financial picture to support long-term, goal-oriented outcomes. His extensive background in accounting and financial planning gives him a unique perspective on the interplay between investment management and tax considerations. Bill was the founder and owner of Hallmann Advisors, CPA, P.C. in Clarkston, Michigan for 35 years, and now serves as a co-founding shareholder of Bespoke Tax Strategy, CPA, P.C. in Nashville, Tennessee. Tax and accounting services are provided solely through Bespoke Tax Strategy, CPA, P.C., which is a separate entity from Craft Wealth Services. Craft Wealth Services does not provide tax or legal advice. Bill is a longtime member of both the American Institute of Certified Public Accountants and the Michigan Association of CPAs. He holds a Bachelor of Science in Accountancy and an Associate in Applied Science in Architectural Technology from Ferris State University, where he was a four-year letterman in Division II baseball. Outside of work, Bill treasures his 34-year marriage to his wife Suzette and is a proud father of two. For professional inquiries, please contact Craft Wealth Services directly. For more information on William Hallmann's professional qualifications and services, please visit the SEC's Investment Adviser Public Disclosure (IAPD) website.