Built on Personal Service and Long-Term Relationships
Built on personal service and long-term relationships, our mission is to help clients pursue financial stability, security, and true independence—through planning that matches your goals and your life.
Bill Van Ess
CFP®, CLU, ChFC | Financial Advisor
Providing professional insurance and investment planning guidance with a commitment to personal service, integrity, and long-term client relationships.
My Pledge To You
“I promise to provide the highest level of professional insurance and investment planning products and services to all clients. Through personal and confidential consultations, I strive to approach all situations with confidence, honesty and integrity. I will treat all clients with the respect, trust and dignity they expect and deserve.”
Professional Background
Bill’s education, professional training, community involvement, and leadership experience reflect a longstanding commitment to financial services and the Green Bay community.
Education
- University of Wisconsin–Oshkosh Master of Business Administration
- St. Norbert College — De Pere, Wisconsin Bachelor of Business Administration
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American College — Bryn Mawr, Pennsylvania
Chartered Life Underwriter
Chartered Financial Consultant
Registered Health Underwriter - ABA National Trust School Northwestern University — Evanston, Illinois
Professional Experience
- St. Norbert College Adjunct Professor, 2011–2020
- St. Norbert College Board of Trustees Served from 2012–2015
- St. Norbert College Alumni Board President, 2010–2012
- Financial Services Education Advanced training in financial planning, insurance, retirement, trusts, estate planning, and IRA services.
Community Leadership & Professional Involvement
- Green Bay Estate Planning Forum Past President
- Green Bay Estate Planning Council Professional member and participant
- Society of Financial Service Professionals Past President
- Financial Planning Association Past President
- National Association of Insurance & Financial Advisors Past President
- Optimist Club of West Green Bay Past President
Designations Earned
Professional credentials reflecting advanced education, planning knowledge, and a commitment to helping clients make informed financial decisions.
Master of Business Administration
Graduate-level education covering business management, finance, leadership, strategy, and organizational decision-making.
Bachelor of Business Administration
Undergraduate business education focused on management, finance, accounting, economics, and business operations.
Certified Financial Planner™
A recognized financial planning designation focused on comprehensive planning and client-centered guidance.
Certified Trust and Financial Advisor
Advanced knowledge involving trusts, estate administration, fiduciary responsibilities, and financial planning.
Certified IRA Services Professional
Specialized education involving individual retirement accounts, distributions, transfers, and retirement plan rules.
Accredited Estate Planner
Professional credential recognizing advanced estate planning knowledge, experience, and multidisciplinary collaboration.
Chartered Life Underwriter
Advanced designation focused on life insurance, estate planning, business continuation, and risk management strategies.
Chartered Financial Consultant
Professional designation focused on financial planning, insurance, retirement, taxation, and wealth strategies.
Registered Health Underwriter
Specialized professional education focused on health insurance, employee benefits, and risk management.
Life Underwriter Training Council Fellow
Professional training centered on life insurance, client relationships, needs analysis, and financial services.
Why Clients Choose Bill
A relationship-focused approach designed to help clients make confident financial decisions.
Integrity
Guidance rooted in honesty, professionalism, and client-first service.
Personal Service
Every client relationship begins with understanding individual goals and needs.
Planning Guidance
Insurance and investment planning solutions designed around your future.
Goal Focused
Helping clients work toward confidence, security, and long-term satisfaction.
Professional Experience
Thoughtful recommendations built around personal and business planning needs.
Long-Term Relationships
Focused on continued customer satisfaction, loyalty, and trusted support.
Reach Your Goals
With thoughtful planning and personalized guidance, your financial decisions can help support the life, retirement, and future you are working toward.
Guidance built on education, discipline, and a hands-on approach.
Packerland Brokerage Services was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, earning a reputation for excellence in our industry.
Helping you build stability, security, and lasting confidence.
For each of our clients, we strive to help create financial stability and security to support financial independence. We believe your plan should be clear, practical, and designed around what matters most to you.
We work to simplify complex financial decisions so you can move forward with greater clarity—while staying focused on the long-term outcomes you want to achieve.
Our Commitment
Our staff consists of experienced professionals with a hands-on approach to financial guidance. Clients find our team knowledgeable—and they also discover that we truly care about helping make their goals a reality.
Our Principle
Education and understanding of your current financial situation are vital to making prudent decisions about your future financial condition. Clarity first—then strategy.
Our Philosophy & Our Mission
Our approach is rooted in values, trust, and real-world planning—designed to support a comfortable retirement and a meaningful legacy.
Our Philosophy
At Packerland Brokerage Services, we believe the mark of a life well spent is one where you are true to your values— honesty, hard work, and respect for others. We know relationships are important, and that earning someone’s trust is sacred.
Plan a Comfortable and Secure Retirement
Peace of mind isn’t for sale—but it can be achieved through thoughtful planning and consistent effort. The key is building trustworthy relationships with professionals who educate you about retirement options while offering proven, real-world solutions tailored to your needs and concerns.
Our Mission
When we talk about the ways wealth and financial stability can define the individual, it has little to do with a balance sheet and more to do with a balanced life. True wealth is all that money can’t buy—and death can’t take away.
It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation—creativity paired with careful calculation.
As your trusted advisor, we are dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, and a passion for serving you.