Our Leadership

As Founder and President of William Mack & Assoc., Inc. (WMA) Bill has made a career out of helping others. A thoughtful listener, Bill helps clients look beyond the numbers and focus on improving the quality of life. Bill was a pioneer in his field over 30 years ago when he created what is now referred to as a “Retainer Service.” As part of this service—in addition to managing investment portfolios—WMA also provides financial planning advice at no additional cost to its Retainer clients.

Bill was also one of the first advisors in Michigan to implement no-load mutual fund portfolio strategies for clients through discount brokerage firms such as Charles Schwab & Co., Fidelity, and TD Ameritrade. He earned his designation as a CERTIFIED FINANCIAL PLANNER^TM practitioner through the College for Financial Planning in Denver, Colorado. Bill is also a Certified Fund Specialist.

As a commitment to the profession, Bill served over 10 years on the Board of Directors for what is currently known as the Financial Planning Association of Michigan, having served terms as both President as well as Chairman of the Board.

Originally born in Cleveland, Ohio, Bill and his wife graduated from The Ohio State University and relocated to Michigan, where their three children were born and raised.

Ted Bugenski, CFP®, CFS is a partner, and Vice President of William Mack & Assoc., Inc. (WMA). Ted has worked in the financial planning profession and been a partner at WMA for over 33 years.  Ted is a CERTIFIED FINANCIAL PLANNER™ practitioner, as well as a Certified Fund Specialist. He received his Finance degree from Oakland University as well as a degree in Financial Services from Wright State University in Dayton, Ohio.

Ted has served as a faculty member of Oakland University's Personal Financial Planning Certificate Program, and provided editing assistance for the book “Practicing Financial Planning—A Complete Guide for Professionals,” written by a noted university professor. Ted also co-authored the related instructor's guide for the book.

As a commitment to the profession, Ted has been a member of the Financial Planning Association of Michigan (formerly Institute of Certified Financial Planners) for over 30 years.  He has served over 15 years on the Board of Directors, holding various positions including education coordinator, sponsorship coordinator, annual symposium chairman, President, and Chairman of the Board.

Ted is an avid golfer and is also a member of Red Run Golf Club in Royal Oak, Michigan.  When not golfing, he enjoys racquetball, pickleball, and spending time with his two sons and dog.