Experience & Expertise
For more than three decades, Bill Schirmacher has been helping people lead better
financial lives. He is responsible for ensuring that every operational aspect of the
business, from client services to information technology, runs efficiently and effectively.
Bill consistently makes sure systems are set up, work is organized, communications
defined and actions monitored. He provides support and direction to the staff, develops
policies and procedures, and acts as an advocate for clients—all while ensuring
compliant, timely, and profitable operations for Greenspring Advisors. His commitment to
detail combined with his “client first” attitude has helped make Greenspring a place
where clients and staff alike feel valued and at home.
Bill began his career in the tax department of Deloitte after graduating magna cum laude
with a Bachelor of Science in accounting from the New York Institute of Technology. In
the years that followed, he built a thriving career in accounting and business
management, including helping entertainers and other highly successful people manage
their business affairs. He also operated his own independent accounting practice that
served members of the small-business community.
Bill then took his years of accounting and business experiences to Greenspring
Advisors. His daily work allows him to combine the skills that served him well in his
career as a CPA—his passion for detail, his commitment to problem-solving and his
analytical mindset—with his desire to help clients in all areas of their finances.
Outside the office, Bill trains for and participates in obstacle course races (Spartan,
Tough Mudder, Bone Frog) across the country. When his sons were younger, Bill
volunteered coaching youth baseball from 7 years old up to the high school level. Bill
and his sons have set the goal to visit every major League ballpark (and are currently
halfway there)! The most rewarding coaching experience was directing a few training
sessions for the Special Olympics. Bill lives in Clark, New Jersey, with his wife, Katrina.
Favorite Thing About Working With Clients
“Building relationships and earning trust.”
My Philosophy On Client Service
“Be proactive. Set clear expectations. Be an attentive listener. Communicate,
Communicate, Communicate!”