Bill began working in the Financial Services Industry in 1999. His informal education in Financial Services began while sitting with his Father entering spread sheet data for security analysis at home. Bill’s working career focus is on Qualified Retirement plans for companies and helping individuals make good retirement investment decisions.
Bill loves the plan design and consulting aspect of Qualified Plans. Bill is “lucky” to be married to his wife Denise. They are raising two wonderful children who keep Daddy wrapped around their little finger. Bill’s personal interests are his children, reading, and whatever Denise is whipping up in the kitchen.
AIF® Accredited Investment Fiduciary