William Mcelroy Email & Phone Number

Guardian Plus Inc. is a registered investment advisory firm specializing in individual, corporate and non-profit portfolio management.

Guardian Plus RS - (Virtual CFO) was created for businesses to receive CFO support that they wouldn't have been able to afford or lack the ability to handle various financial tasks including budgeting, identifying market trends, obtaining money, and preparing financial forecasts along with some of the more fundamental financial chores like bookkeeping and.

• Conceived a new financial product that consisted of "stripping" coupons from bonds that developed into a multi-billion market. Their popularity resulted in the Tax Equity and Fiscal Responsibility Act (TEFRA) that.
• Nationally recognized using conservative "covered" option strategies.
• Created the “ERISA Review Program” which coordinated ERISA attorneys, Insurance Companies and plan sponsors with the Department of Labors compliance requirements and regulations resulting in the reduction of insurance.
• Coordinated the writing and creation of ISO 9000 procedures between Microsoft and one of its suppliers for the launch of Windows.

• Past Positions and Activities:
• Participated in the successful placement of the Mill Creek Senior Center.
• Co-Founder and President of Senior AGE, Senior Alliance of Greater Everett, bringing together nonprofit and for-profits organizations that are dedicated to help seniors.
• Director of the Kirkland-Redmond Boys and Girls Club and fund-raising chair resulting in a new facility.
• City of Mill Creek Festival Director.
• Rotary District Conference Chair.

Greater Seattle Area