William R. Owen, Jr., CPA/PFS, CFP®
Bill serves as the Managing Director of Denali Wealth Management Advisors, LLC, a registered investment advisory firm. As a CPA with more than 27 years of experience and more than 17 years as a CERTIFIED FINANCIAL PLANNER™ professional, he has extensive experience providing income, estate, gift, trust, and stock option planning services to individuals and executives, and has presented to various groups on these subjects.
Between 2006 and 2014, Bill served as the Director of Tax Services for BGBC Partners, LLP, the affiliated Certified Public Accounting and advisory firm, providing direction and guidance on tax policies and procedures for the Firm’s tax clients. Prior to joining BGBC, Bill was a Senior Manager with one of the nation’s 10 largest CPA firms.
Bill is a member of the American Institute of Certified Public Accountants, the Indiana CPA Society, the Financial Planning Association, the Indianapolis Estate Planning Council, and the Central Indiana Community Foundation’s Cornerstone Council. His personal service philosophy is to serve all clients with truth, honesty and integrity.
Greg Whicker, CPA/PFS, CFP®
Greg serves as a Portfolio Advisor with Denali Wealth Management Advisors. He is also a Tax Supervisor with Denali’s affiliated accounting firm, BGBC Partners, LLC.
Greg was inspired to go into finance and accounting because he always had a knack for working with numbers and he enjoys helping others. He received his Bachelor of Science in Mathematics from Purdue University and his Master of Accounting from IUPUI. Prior to beginning his public accounting career at BGBC Partners in 2014, he had 10 years of experience in various tax and accounting positions in private industry. As a supervisor at BGBC, he specializes in multi-state taxation of entities and individuals. Greg joined Denali Wealth Management Advisors in 2018.
In addition to his CPA certification, Greg has passed the Series 65 FINRA Exam, also known as the Uniform Investment Adviser Law Examination. He is an active member of the Financial Planning Association (FPA), the Indiana CPA Society, and the AICPA.