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A Team Dedicated to Helping You Succeed Financially

MEET THE TEAM

Mallard Advisors was originally founded in 2003 as one of the few Delaware firms to provide fee-only financial planning, retirement planning, and investment management to local Newark, Wilmington, and Hockessin residents. We now work with clients nationwide.

LET'S GET ACQUAINTED

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

SCHEDULE TODAY


BILL STARNES, CFP, MTAX Photo
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BILL STARNES, CFP, MTAX

Financial Advisor

Bill Starnes is our founder and financial advisor at the firm in Hockessin, Delaware. 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. Retirement planning is a significant emphasis since this is one of life's biggest transitions.

Bill lives in Unionville, Pennsylvania, with his wife Lynda and three sons. Outside of the office, Bill is dedicated to spending quality time with his family and 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), the AICPA, 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.

MITCH FRYLING, CFP, MS Photo MITCH FRYLING, CFP, MS Hover Photo
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MITCH FRYLING, CFP, MS

Financial Advisor

Mitch Fryling is a Certified Financial Planner™ professional who has spent over 10 years helping clients transition to and through retirement. He helps clients achieve financial clarity by making impactful and informed decisions. He understands the importance of fully analyzing each client’s unique situation before tailoring a comprehensive plan tied to the client’s objectives. 

Mitch lives in Wilmington, Delaware, with his wife, Jill, and their three sons. Outside of the office, Mitch enjoys spending time with his family, playing and coaching soccer, running and watching his sons play sports all over Delaware as a proud father. 

In addition to the CFP® designation, he has a master’s degree in finance from the College for Financial Planning. Mitch has also earned his CHARTERED FINANCIAL CONSULTANT (ChFC) from The American College, CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA), and RETIREMENT MANAGEMENT ANALYST (RMA). 

Mitch is active in the financial planning community as a member of the Financial Planning Association (FPA), National Association of Enrolled Agents (NAEA), and a member of the Estate Planning Council of Delaware. 

Mitch has been featured in TheStreet and Retirement Daily as both a contributor and quoted expert in the field of retirement planning. 

SHERRY JAMIESON Photo
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SHERRY JAMIESON

Financial Paraplanner

Sherry 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 Photo
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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.

RACHEL ROACH Photo RACHEL ROACH Hover Photo
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RACHEL ROACH

Associate Advisor

Rachel Roach is a recent Bachelor of Science graduate from the University of Delaware’s Financial Planning and Wealth Management program. 

She joined us in 2018 and works closely with Bill and Mitch to provide any needed support and client service. Rachel aspires to earn a CFP® designation help others learn about the importance of money management. 

Helping clients understand the complexity of personal finance and to create a sound and personalized financial plan is important to Rachel.

She lives in Newark, Delaware and is an avid canoer.

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