About William Czerkies Jr.

William Czerkies, Jr. is a financial professional, CEO, and founder of Ontrack Financial Group, a licensed insurance agency and consulting firm based in Knoxville, TN which utilizes a private network of financial, tax, and law professionals. One of our primary objectives is to assist our clients in creating more wealth while minimizing risk and tax burdens.

William studied business management at Davenport University in Kalamazoo, MI, and is an alumnus of Rhema Bible Training College, in Broken Arrow, OK.  William is a member of the National Ethics Bureau. In the year 2018, William moved his base of operations to Farragut, TN, and organized Capital Advisory Group LLC, dba, Ontrack Financial Group in Tennessee in 2019.

He is a licensed insurance agent for life, accident & health, and legal plans in Tennessee, and life insurance licenses in Alabama, Florida, Georgia, Indiana, Kentucky, Michigan, North Carolina, Ohio, Tennessee, and Virginia and has been an Independent Associate for Legal Shield from 1999 to the present.

In addition, William Czerkies Jr. has been involved in the acquisition or disposition of 37 manufactured home communities across 8 states with a combined value in excess of 180mm to include over 9,000 pads. His services range everything from contract negotiations to closing and everything in between with subsequent activities to include anything to do with operating and turning around a distressed property.

We are intimately familiar with the challenges faced by manufactured home community operators. Our network of advanced planning professionals caters to the specific challenges in the areas of asset protection, tax-favored income, and asset distributions for multi-family commercial income-producing properties.

We have extensive experience with all phases of the acquisition, and or rehabilitation and disposition of manufactured home communities. Our consulting services in this marketplace range from A-Z with all things related to creating sales memorandums, financing, valuation, proformas, P&L and operating statement auditing, due diligence, sales and marketing, operations management, home procurement, leasing, capital improvements, and lot leasing.

Personally Held Licenses:

2018-Present: TN Accident, Health, Life and Legal Insurance Sales License # 2266816

2000-Present: Life, Accident Health License in multiple States.

1999-Present: Independent Associate, Legal Shield. Current Title: Sr. Director

2020-Present: Licensed Clergy, Pastor, and President of Founders Assembly, a free church organized in Tennessee.

2003-2020: Licensed Clergy, Pastor, and President of Believers Church, domiciled in Michigan.

2008-2018 Michigan Licensed Real Estate Salesperson

1992-1996: Life, Accident & Health License, MI

William Czerkies, Jr. is a financial professional, CEO, and founder of Ontrack Financial Group, a licensed insurance agency and consulting firm based in Knoxville, TN which utilizes a private network of financial, tax, and law professionals. One of our primary objectives is to assist our clients in creating more wealth while minimizing risk and tax burdens.

William studied business management at Davenport University in Kalamazoo, MI, and is an alumnus of Rhema Bible Training College, in Broken Arrow, OK.  William is a member of the National Ethics Bureau. In the year 2018, William moved his base of operations to Farragut, TN, and organized Capital Advisory Group LLC, dba, Ontrack Financial Group in Tennessee in 2019.

He is a licensed insurance agent for life, accident & health, and legal plans in Tennessee, and life insurance licenses in Alabama, Florida, Georgia, Indiana, Kentucky, Michigan, North Carolina, Ohio, Tennessee, and Virginia and has been an Independent Associate for Legal Shield from 1999 to the present.

In addition, William Czerkies Jr. has been involved in the acquisition or disposition of 37 manufactured home communities across 8 states with a combined value in excess of 180mm to include over 9,000 pads. His services range everything from contract negotiations to closing and everything in between with subsequent activities to include anything to do with operating and turning around a distressed property.

We are intimately familiar with the challenges faced by manufactured home community operators. Our network of advanced planning professionals caters to the specific challenges in the areas of asset protection, tax-favored income, and asset distributions for multi-family commercial income-producing properties.

We have extensive experience with all phases of the acquisition, and or rehabilitation and disposition of manufactured home communities. Our consulting services in this marketplace range from A-Z with all things related to creating sales memorandums, financing, valuation, proformas, P&L and operating statement auditing, due diligence, sales and marketing, operations management, home procurement, leasing, capital improvements, and lot leasing.

Personally Held Licenses:

2018-Present: TN Accident, Health, Life and Legal Insurance Sales License # 2266816

2000-Present: Life, Accident Health License in multiple States.

1999-Present: Independent Associate, Legal Shield. Current Title: Sr. Director

2020-Present: Licensed Clergy, Pastor, and President of Founders Assembly, a free church organized in Tennessee.

2003-2020: Licensed Clergy, Pastor, and President of Believers Church, domiciled in Michigan.

2008-2018 Michigan Licensed Real Estate Salesperson

1992-1996: Life, Accident & Health License, MI