William Palisca

I came to Legacy through a friendship with Jim Startzell, and when he brought me on in 2000, I didn't expect to still be here 25 years later. The practice has grown and changed quite a bit since then, and through all of it, the firm has stayed true to what made it worth joining in the first place.

My focus is retirement planning. That means spending most of my time with people who are at or approaching a significant shift in their financial lives, helping them think through what comes next and making sure the pieces are in place before they get there. Over the years, I've learned that what matters most to clients in those moments is working with someone who will be straight with them and actually follow through. That's what I show up to do.

I live locally and stay as close to family as I can. My son serves in the Army and my daughter lives out in California, so getting out to see them and spend time with my grandchildren is a priority. At home, I'm usually in the garden, out on the golf course, on the pickleball court, or catching up with old friends.