At Guardian Plus our team is highly trained and motivated to assist clients with their needs. Clients may contact any member of our organization with questions or inquiries.
William H McElroy
Founder & Director of Portfolio Management
I’ve been responsibly managing investment accounts for over 35 years. My clients include individuals, family trusts, businesses, retirement plans, non-profits and foundations.
I became a fee-only investment advisor in 1991 after 14 years as a Vice President with Wall Street’s largest firms. I came to believe that the conflict of interest inherent in commission-based investment advice, layers of high fees, and research that was designed to win investment banking business, dramatically reduced investment returns for investors.
As a Registered Investment Advisor I am a “fiduciary” and believe that every client, should be given independent and honest investment advice, that fees should be based on assets under management, not on transactions thus removing conflict of interests.
Bill is a graduate from Washington State University, and life-long resident of Washington State. Bill strongly believes in building our communities and supporting philanthropic causes in one’s local area, and as such he has been involved in many local organizations, such as:
Board of Directors Boy’s and Girl’s Club
Mill Creek Rotary- Member and Former Club President
Board of Directors Senior Alliance of Greater Everett
Board member of the Snohomish Senior Alliance
Board of Directors Friends of the Mill Creek Senior Program
Chairman of the Greater Mill Creek Senior Programs Steering Committee
Board of Directors of the Mill Creek Senior Community Development Foundation
Treasurer of Hope Church at Silver Lake
Board of Directors Friends of Phi Delta Theta – Washington Gamma
Samantha von Person
Chief Operations Officer
Samantha is responsible for the overseeing Operations and back-office workflow at Guardian Plus. She also aids the development, strategy, and execution of marketing activities, and maintains IT and Guardian Plus’ online media.
Samantha has extensive international experience both living and working in the United Kingdom and in currently in Germany. Prior to joining Guardian Plus, Samantha worked as a personal development coach to business professionals in the European market for such companies as T-Mobile Corporate Headquarters Europe. Prior to moving to Europe she worked as an Operations and Human Resources manager for William Sonoma Inc. both in the Seattle Area and in Southern California.
Samantha is a graduate of the University of Birmingham, United Kingdom, with a Master of Philosophy (MPhil) degree from the school of Arts and Law, and from the University of Washington with a B.A. Currently she is finishing the education requirements in the state of Washington to become a Certified Public Accountant, (CPA).