Bill Eckert | Renaissance Financial

Bill Eckert, AEP®, CAP®

Senior Financial Advisor

Bill Eckert is a Senior Financial Advisor at Renaissance Financial Corporation in Overland Park, KS. Bill manages Family Offices for his high-net-worth clients to provide private wealth management through tax and estate planning, risk management, investment management, trusteeship, lifestyle and concierge services, philanthropic strategies and the coordination of other financial professionals.

Bill works with families owning highly appreciated assets, such as privately owned businesses, rental property, real estate, farmland, and aids them in strategies that can help to reduce or eliminate capital gains taxes and taxes on the recapture of depreciation upon their sale. Using various trusts, Bill helps these families create more income from the asset, and more of a legacy for their family and favorite charities.

Bill is among a small group of professional advisors worldwide who is an Accredited Estate Planner (AEP®) and a Chartered Advisor in Philanthropy (CAP®). As an AEP®, Bill is a member of the National Association of Estate Planners and Councils which recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character, and who commit to the team concept of estate planning. As a CAP®, Bill has received training that provides him with an in-depth knowledge of the entire philanthropic planning process, this includes, but is not limited to, estate and trust documents, taxation, accounting, insurance, and investment tools to help clients articulate and advance their highest aspirations for self, family, and society.

Professionally, Bill is a member of Advisors in Philanthropy and the Partnership for Philanthropic Planning. Bill is a member of the Planned Giving Advisory Council for the Archdiocese of Kansas City, Kansas. He is also an Instructor of Philanthropy at the University of Kansas OSHER Institute and a member of the University of Kansas Veteran’s Alumni Network. He is a member of the American Heart Association’s Professional Advisor Network.

Bill is an avid hunter and shares his passion for hunting with veterans as a way of honoring them for their service and sacrifices. To accomplish this, Bill cofounded a non-profit organization called KAMO Adventures, which takes veterans to a Missouri farm for turkey and deer hunting and to Stockton Lake for fishing.

Bill lives with his wife, Shanthi, in Leawood, Kansas, and they have four grown children and several grandchildren who also live in Kansas City.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice.

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Danielle Lively

Executive of Marketing and Public Relations, Bill Eckert

Danielle joined Bill’s team in February of 2019, and is now his team’s Executive of Marketing and Public Relations at Renaissance Financial. Danielle develops and manages branding, event, marketing, and public relations strategies for Bill’s team. She works closely with Renaissance Financial’s Compliance and Marketing teams to produce engaging and educational content specific to Bill’s clients and their concerns. She brings with her a significant amount of experience in event planning and marketing through her work in the academic setting and her involvement in various volunteer and nonprofit organizations.

Prior to working with Bill, Danielle was a professor of Criminal Justice and Law and Justice at the University of Nebraska at Kearney and Central Washington University respectively. She received her Masters and PhD in Political Science with a focus in Criminal Justice, Public Policy, and Public Administration at Washington State University in Pullman, Washington. She has also published a book called “Social Capital and Urban Crime.”

Danielle has two grown children and one dog, Kiley. Danielle volunteers with several local veteran and veteran family organizations in the KC area because she is passionate about giving back to those who have protected our freedom with their most valuable gift, their life. She also volunteers as the Foster Coordinator at Imagine Furever Ranch for Senior Dogs.

Natalie Mason

Executive Assistant of Operations for Financial Advisor Bill Eckert

With over 20 years of experience in the financial industry, Natalie Mason has dedicated her career to building strong, lasting relationships with her clients. She earned her Bachelor of Business Administration from the University of Missouri - Kansas City, and since then, has passionately managed client relationships—ensuring a seamless onboarding process and providing attentive service every step of the way.

Natalie’s journey in finance has been both diverse and enriching. She attended Trust school at Cannon Financial and spent five years as a trust assistant, which laid a solid foundation for her expertise. She then transitioned into compliance, where she spent eight years, including four years as a Chief Compliance Officer at an RIA firm. This varied experience has given her a well-rounded perspective, allowing her to truly understand and meet her clients' needs.

What Natalie loves most about her work is the opportunity to connect with clients on a personal level, getting to know them and their families while helping them navigate their financial journeys. Outside of work, Natalie is a proud mom of three active children who keep her busy with their school and sports activities. When she’s not cheering them on, she enjoys cooking up delicious meals and embarking on spontaneous family adventures.