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Zoromski & Knusalla Team

William Zoromski Photo

William Zoromski

Owner

William P. Zoromski, Financial Advisor and Co-Owner of Equity Design Group, specializes in the development and implementation of financial plans for young professionals and small business owners.  His expertise in the financial arena includes risk management, retirement planning, asset accumulation and preservation.  Bill is a 1994 graduate of the University of Wisconsin-Whitewater with a degree in business management.

Bill has passed the State of Wisconsin life and health insurance examinations and his Series 7 and 63 Securities exams, as well as the Series 65 Uniform Investment Advisor examination.

 

Jeffrey Knusalla Photo

Jeffrey Knusalla

Financial Advisor

Jeff Knusalla graduated from the University of Wisconsin – Stout with a Bachelor of Science in Management.  Jeff works with young professionals and families in the areas of Risk Management, Capital Accumulation, Asset Preservation, and Retirement Planning.  He also works with small businesses.  Jeff has lived in the Wausau area since 1998.

Jeff has passed the State of Wisconsin Life and Health Insurance examinations as well as the Series 7 and 66 examinations.

 

Christina Thompson

Assistant


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