About

Learn about Stoney Creek Advisors

Plan smarter today. Sleep better tonight. Make memories tomorrow.

At Stoney Creek Advisors in Rochester Hills Michigan, we are honored to be a part of each client’s journey. You work hard to care for your family, plan for your future, and reach your dreams—let us help you achieve them.

Our fiduciary advisors have more than 60 years of combined experience in the finance industry. We partner with you to share that expertise, making the important financial decisions today that will pave the way for your best future.

At Stoney Creek Advisors, we believe in the 5 Fs:

Fiduciary

means putting your interests first—always

Focused

on building and protecting your wealth

Freedom

to choose any product or solution that makes the most sense for you

Forward Thinking

as we plan for your future

Family

that’s how we treat our clients

Plan

SCA offers financial planning at an affordable hourly rate, including:

Insurance Review
Estate Plan Review
Retirement Account/Portfolio Review & Analysis
Retirement Cash Flow Analysis
Comprehensive Financial Planning
401K Management

Do

Portfolio management for your retirement and brokerage accounts. We select your investments based on your tolerance for risk, liquidity needs, investment time horizon, and goals. Then, we monitor and adjust your portfolio in response to market conditions.

Protect

Building your wealth isn’t enough. We need to protect it from things like premature death, illness, disability, and outliving your money. We do this by finding the right insurance product for our client, whether that’s a feature-rich life insurance or disability policy or an annuity. We shop around to get you the best coverage.

Meet Our Team

William A. Waggoner II

Partner/Chief Compliance Officer

Bill has 25 years’ experience in the Financial Services Industry as a branch manager, compliance officer, and financial adviser. He specializes in retirement planning, estate preservation, and long-term care planning. Bill grew up in Michigan, and after high school, he spent eight years in Arizona. Given his love of water and boating, he returned to the Great Lakes area. He currently lives in Troy, MI. His hobbies include reading, gardening, and boating. Bill has a Master’s of Science in Finance from Walsh College and is an adjunct professor of Economics at Oakland Community College. He is also a member of the Rochester Rotary.

Peter Mitroff

Partner

Pete is an independent, fiduciary financial adviser, managing the diverse financial needs of business owners and individuals since 1996. He specializes in advising individuals on financial goal planning from accumulating assets during working years to establishing reliable income streams in retirement. Pete was born, raised, and educated in Michigan, where he and his wife, Amy, are now raising their four children. As a former PGA professional, Pete’s heart is on the golf course, but he also plays an active role within the Rochester community, supporting many organizations, including Salvation Army, American Red Cross, and the Rochester Chamber of Commerce.

Heather Bonner

Office Manager

Heather’s years as an office assistant, stage manager/director, and college instructor have contributed to her strong conviction in personal reliability and her passion for organization and streamlined processing. Perhaps unorthodox for the industry, she received both her Bachelor’s and Master’s in English from Oakland University. She is the author of a series of fantasy novels called the “Realm Riders” series under the pen name Heather Ashle. She also plays an active role in the Cystic Fibrosis research community.

Julia Root

Paraplanner

Julia Root is elated to work as Stoney Creek Advisors’ Paraplanner. She’s a native Michigander, born and raised. She started her first job at 16 and worked her way up to management in an outlet store at Great Lakes Crossing mall. She enjoyed it so much that she stayed for six years until her desire to find an opportunity that aligned with her degree and long-term goals became a priority. She decided to pursue finance because she’s passionate about helping people make smart decisions with their money. She does not believe money can buy happiness, but she learned at a young age that achieving happiness can be much more challenging without financial stability. She’s training to become SCA’s Financial Planner, which will allow her to help others realize financial stability and improve their quality of life.

Proud To Give Back

Upcoming Outreach

Stoney Creek Advisors of Rochester Hills Michigan takes pride in our connection to our Community, and we love to give back to those who are making a difference within it! If you would like to join us in our efforts, please contact us or visit our Facebook page!

Past Outreach

Check out our past outreach within the community!

OPC 5K for Meals on Wheels

Stage Nature Run for Nature

Cystic Fibrosis Foundation

Oakland Hills Community Garden

Rochester Fire Department

Rochester Police Department

Clinton River Watershed Council

Stage Nature Center Maple Tapping

OPC 5K for Meals on Wheels

For the second year running, SCA sponsored the OPC Senior Center 5k Run & Walk for Meals on Wheels, and Bill participated in the walk! Want to join in the next one?

Check out the future events at the OPC here: https://opcseniorcenter.org/activities

Stage Nature Run for Nature

Bill returned to the Troy Nature Society’s Run for Nature for the second year. Bill has a garden plot at Stage Nature’s Troy Senior Community Garden.

Want to learn more about Stage Nature?

Check them out here: https://www.troynaturesociety.org

Dutton Farm

We recently headed over to Dutton Farm to drop off a donation to help them further their goal of empowering and supporting adults with disabilities. We’re thrilled to be helping out such a worthy, local organization!

“After meeting cofounder and CEO Jenny Brown and hearing about the work of Dutton Farm, we were so compelled by their work that we knew we had to find a way to support it,” said our president Bill Waggoner. You can help out, too, by visiting https://duttonfarm.org/

Rainbow Connection

We recently visited Rainbow Connection to make a donation that will help with their Adopt A Family Program. These funds will give needy families with seriously ill children fun toys and necessities for the holidays. We encourage everyone to contact the Rainbow Connection to get involved with this worthy cause!

You can learn more about the Rainbow Connection here: https://www.rainbowconnection.org/

OPC Muscle Car Show

What a great weekend at the OPC Senior Center Muscle Car Show! We were honored to sponsor the event and check out all the cool cars!

You can see future events with the OPC on their Facebook page: https://www.facebook.com/opcseniorcenter/

OPC 5K

Not only did we help sponsor the OPC Senior Center 5k Run & Walk for Meals on Wheels, we participated in the walk and run, too! Heather, Bill, and Steve had a blast supporting a good cause over the weekend. Want to join in the next one?

Check out the future events at the OPC here: https://opcseniorcenter.org/activities

Stage Nature

We’re big fans of participating in 5ks for the community! Here is Bill Waggoner, our partner and Chief Compliance Officer, after finishing the Troy Nature Society’s Run for Nature. Bill has a garden plot at Stage Nature’s Troy Senior Community Garden. Want to learn more about Stage Nature?

Check them out here: https://www.troynaturesociety.org

Brooksie Way 5K

Stoney Creek Advisors President and CCO William Waggoner participated in this year’s Brooksie Way last week. This race is an amazing legacy to former Oakland County Executive L. Brooks Patterson and his son that gives thousand dollars each year to local charities and initiatives. We truly are honored to be a part of this giving community. Want to learn more in anticipation for next year’s race?

You can learn more here: https://www.thebrooksieway.com/

Cystic Fibrosis Foundation

Stoney Creek Advisor’s team spent time this past week walking ‘virtually’ for the annual Great Strides Cystic Fibrosis Foundation. Great Strides is a fun event that provides a fantastic opportunity for family, friends, students, and colleagues to come together to make a difference in the lives of people with CF. Interested in joining next year or learning more about this fantastic cause?

You can learn more here: https://www.cff.org/

Oakland Hills Community Garden

Stoney Creek Advisors is gearing up for spring! In addition to a financial donation for supplies, our president and CEO, William Waggoner is out in the gardens, helping Oakland Hills Community Garden plant and prepare for the season. Are there other gardens in our community that we should know about? Let us know!

You can learn more here: https://oaklandhillscommunitygarden.com/

Rochester Fire Department

We’re continuing our visits across the local community thanking the incredible folks that serve our neighbors so well! Thank you to the Rochester Fire Department for keeping us safe!

Check out their Facebook page here: https://www.facebook.com/rochestercityfire

Rochester Police Department

Stoney Creek Advisors recently bought lunch for the lovely folks at the Rochester Police as a thank-you for keeping the community safe. We truly appreciate them!

Check out their Facebook page here: https://www.facebook.com/RochesterPolice/

Neighborhood House

Bill Waggoner, President of SCA and a Rochester Rotary member, matches the Stoney Creek High School Interact box of food donation to the Neighborhood House food pantry. If you’d like to help us support this great cause.

You can learn more here: https://www.ranh.org/

Bellbrook

Bill Waggoner and Peter Mitroff, owners of Stoney Creek Advisors, buy lunch for the staff at Bellbrook Senior Community. We are proud to give back to those who have continued to work on the front lines during the pandemic.

To learn more about the fantastic services Bellbrook provides, start here: https://www.trinityhealthseniorcommunities.org/bellbrook-rochester-hills

Ascension

Bill Waggoner and Steve Cooley of Stoney Creek Advisors were joined by Kristina Montalto owner of Kristina’s Catering to drop off lunch for the team of employees in Labor and Delivery at Ascension Providence Rochester Hospital. Thanks to Lynn McCabe for helping us coordinate!

To learn more about Ascension, visit: https://healthcare.ascension.org/Locations/Michigan/MIROC/Rochester-Ascension-Providence-Rochester-Hospital?utm_campaign=gmb-website&utm_medium=organic&utm_source=google

To learn more about Kristina’s Catering, explore here: https://www.kristinascatering.com/

Toys For Tots

We’re dedicated to giving back to the community–especially during the holiday season. We contributed to a Toys for Tots donation drive with First Trust at the Capital Grill in Troy!

Learn more at: www.toysfortots.org