Meet The Team
Mallard Advisors was originally founded in 2003 by Bill Starnes and Paul Baumbach to provide both Fee-Only financial planning and investment management. Mallard has grown quite a bit since that time, with our firm splitting in two in 2013. Bill remains with Mallard Advisors, and Paul is now with Mallard Financial Partners (unaffiliated).
William D. Starnes, CFP®, MTAX, ChFCBill is our founder and senior advisor at the firm. Part of Bill's professional mission is "to engage clients in an enjoyable process of financial education and planning that provides extreme value and quantifiable results." Bill helps you understand the advice he offers, strives to save you money, and assists you with the big decisions created during life's inevitable transitions.Bill lives in Unionville, Pennsylvania with his wife Lynda and three sons, Blake, David, and Stephen. Outside of the office, Bill is dedicated to spending quality time with his family. On his own time, Bill enjoys the exhilaration of mountain biking, the challenge of golf, and reading.Holding a Bachelor of Science degree from Penn State University, Bill has also earned the designation of CERTIFIED FINANCIAL PLANNER™ Professional from the Certified Financial Planner Board of Standards. Bill is a graduate of Widener University with a Masters Degree in Taxation (MST), and has earned the professional designation of CHARTERED FINANCIAL CONSULTANT (ChFC) from The American College.Bill is a member of the National Association of Personal Financial Planners (NAPFA), the National Association of Tax Practitioners (NATP), and the Alliance of Comprehensive Planners (ACP) - a nationwide alliance of advisors committed to comprehensive financial planning on a fee-only basis.Bill has been quoted by Jane Bryant Quinn in Newsweek magazine, and has also appeared in Kiplinger's Personal Finance, Bloomberg Wealth Manager, Forbes.com, The News Journal, and Morningstar Advisor.
Philip Marvil, Associate Financial AdvisorPhilip is an Associate Financial Advisor with Mallard Advisors, LLC. Philip was drawn to the field of Financial Planning after a 25-year career in life science research and sales. A long-time client of Mallard Advisors before joining the team himself, Philip enjoys the opportunity to work with individuals interested in building and maintaining their financial security. Philip draws his unique skill set from his analytical background as a scientist and from his experience in developing a deep and thorough knowledge of his business clients.
A twenty-year resident of Wilmington, Delaware, Philip lives with his wife Wendy and two daughters, Hannah and Sarah. Philip enjoys travelling with his family, and spending time outdoors walking, hiking, gardening, and cycling.
Philip holds a Bachelor of Arts in Biology with a minor in Psychology from the University of Delaware (1991) and a Masters in Molecular Biology from the University of Hertfordshire, U.K. (1999). He is currently enrolled at the American College completing the CFP educational requirements.
Sherry Jamieson, Financial ParaplannerSherry and Bill have worked together over fifteen years. Sherry is a senior financial paraplanner, and works closely with Bill in the execution of recommendations and with clients to provide all needed support and service.Sherry has also completed the Financial Paraplanner Program from the College of Financial Planning in 1988 and is registered in the National Directory of Financial Paraplanners. She has worked as a financial paraplanner for over 25 years.
Christina Crawford, Office Manager
Christina joined Mallard Advisors in February, 2008 as our Office Manager. She ensures that much of the operational functions are executed in order to provide the highest level of service to our clients. Christina holds an Associate's degree in Office Administration and lives in Newark with her husband and three daughters.