About
BILL ROACH
Bill Roach, owner and president of Whichard Roach Financial, has served as a financial professional for over 35 years. He is an Investment Advisory Representative and holds his Series 65 License. He has been a Life Underwriter Training Councial Fellow (LUTCF) since 1990 and is a qualifier of the Million Dollar Round Table. Bill graduated from UNC-Wilmington with a double major in Marketing and Management and an emphasis in Communications. Bill is known for his sound, client-centric advice in retirement planning, wealth management, and legacy planning. He finds great satisfaction in coaching and advocating for his clients as they align their portfolios to their values.
Bill is a past President of the Greensboro Kiwanis Club and is an active member. He has been invited to speak on a variety of financial topics throughout the Greensboro community. He is the recipient of Outstanding Service Awards from Gradient Life Brokerage and the Pacific Advisory Council. Bill has also served his community as past Board Member on the Greensboro Youth Soccer Association and chair of the Finance Committee of his church.
Bill’s greatest loves are Christ, family, travel, fitness training, golf and playing hockey. He lives in the Greensboro area with his wife Lisa and has three children, Chelsea, Carleigh and Zac.
GARETT HOLTON
Investment Advisor Representation
Garett Holton has been working in the financial sector for over the past 15 years. He brings a wide variety of experience from banking, insurance products, residential real estate, marketing, and lending.
At Whichard Roach Financial, our mission is to provide you with financial strategies that may create financial clarity and improve your quality of life. Making a strong commitment to families nearing or already enjoying retirement and building a lifelong relationship with them are tenets of our success.
It all starts with a financial discovery with you. After that, we help analyze your personal financial situation — income, expenses, liquidity needs, and retirement goals — and then help you create a retirement income plan that is unique to your situation.
Garett holds a business degree in Marketing and Economics from Ferris State University, in Michigan.
LISA
& Client Services Associate
CARLEIGH
Client Services Associate
BETSY
Client Services Associate
KATIE
Office Support
STRATEGIC ALLIANCES
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
KEITH GANGL,
CFA®
Senior Portfolio Manager of Gradient Investments, LLC
TYLER ELLEGARD, CFA®
Portfolio Manager of Gradient Investments, LLC
*This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.