William C. Waller, Jr., (Bill) practiced law for more than 40 years in the Denver area and retired as a partner in the Denver office of Ryley, Carlock & Applewhite in 2018 before co-founding The Private Trust Consortium in 2020. Bill was lead counsel in countless cases tried at the state and federal level involving contested wills, trust and estate administration, and income and estate taxes. Many of Bill’s high-profile cases received coverage in media outlets such as “60 Minutes,” The New York Times, the Washington Post, and Newsweek. Bill’s expertise brought him to the U.S. Congress, to federal Circuit Courts of Appeal, and to the U.S. Supreme Court, typically related to the complexities and intricacies of trusts and their inevitable intersection with tax law. Bill is a proud graduate of the U.S. Air Force Academy and received a J.D. from The Cornell Law School.

Dennis E. Channer is a managing principal at the Denver-based Cornerstone Investment Advisors where he and his team deliver financial planning and wealth management services to a selection of high net worth clients. Previously, Dennis was Executive Vice President for Portfolio Management Consultants, Managing Director of Private Wealth Management and Chairman of Investors Independent Trust Company, and Managing Principal of Channer & Co. In each role, Dennis was closely involved with investment and wealth-transfer strategy, which brought him sustained and intimate familiarity with the construction and execution of private trusts. Dennis is a graduate of the Metropolitan State University of Denver. He is a Certified Public Accountant, Certified Financial Planner, and an Accredited Estate Planner.

Dave has over 28 years of experience overseeing the administration of trusts and estates for international and regional corporate trustees, including in various senior management roles and as CEO, and in helping clients with their planning as an estate, tax and business planning attorney in Chicago and Scottsdale.  He has managed the trusteeship of all types and complexities of trusts, and has served families and businesses nationally and around the world. Dave lives with his family in Phoenix, and they enjoy traveling, hiking, biking, and just about everything outdoors