Bill and his wife, Jill, have lived in Watertown, Wisconsin, for 29 years. They have three children: William (24), Gabriella (23), and Elizabeth (22).
Bill’s oldest son, William, graduated from UW Eau Claire (both Bill and Jill’s alma mater) in biology a few years ago, but is back at the University of Minnesota pursuing a degree in computer science. He works on campus in a lab and is looking forward to a summer internship with Jack Links. Gabriella graduated from UW Eau Claire in communication sciences and disorders, and is currently attending graduate school at the University of Northern Iowa. She is expected to graduate in December and pursue a job in speech and language therapy. Liz graduated in May from UW Stout with an Applied Science degree. She was excited to have her last season of college basketball. Liz is heading to Eastern Illinois in the fall as a graduate assistant for their women’s basketball program while receiving her master’s degree in sports administration.
One of Bill’s passions is giving back to the community. Bill is an active member of the Watertown Rotary Club (treasurer) and serves on the boards of the Greater Watertown Community Health Foundation, and the Watertown Community Foundation. In the past, Bill has been president of the Watertown Area Chamber of Commerce, Watertown Area Soccer Club, on the board of Marquardt Village, a volunteer coach of many sports, and involved in the Watertown Economic Development Organization.
There is always time to balance work, volunteering, and play. Bill and Jill really enjoy spending time up north at their extended family place, where they get to spend time with family and friends. Up at their cabin or around Watertown, you may also find them on one of their tandem bikes biking for exercise or fun. In addition, you can find Bill playing tennis, pickleball, golfing, on a long walk, or reading.
Bill is co-owner and founding partner of Oswald-Konz Financial Group. He has worked in the financial services industry since 1997. Bill obtained his CERTIFIED FINANCIAL PLANNER® certification in 2005. He also has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360, through which he received formal training in investment fiduciary responsibility. He is currently a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®.
Professional Licenses:
- FINRA Series 7, 9, 10, 63, and 65 securities registrations
- WI Life & Health Insurance Agent
- WI Medicare Supplement Insurance Agent
- WI Long-Term Care Insurance Agent