With an emphasis on managing risk in a variety of market conditions, Bill implements a disciplined process designed to help preserve and invest his clients' wealth. He firmly believes that understanding his clients' personal goals and risk tolerance is the key to forming successful, long-term relationships.

As a financial advisor and retirement planning professional for more than 29 years, Bill brings valuable experience and perspective to his clients. Working closely with his clients over the years has helped him see firsthand the positive impact that financial planning can make on people's lives. Bill holds a bachelor's degree from Florida State University, where he majored in business and communications, and is a licensed annuity and life insurance agent. Bill is also a licensed general securities principal.

In June 2013, Florida Community Bank announced a strategic alliance with Raymond James Financial Services to enable financial advisors to provide Investment Services. Bill was chosen by FCB to be both Branch Manager and Program Director with the opportunity to implement specialized retirement and investment solutions for current and prospective clients at several bank locations. In addition, Bill also established Raymond James Satellite branches, hired and supervised Financial Advisors throughout the FCB bank branch footprint in Florida. Bill directed this non-deposit investment program for six years up until the bank was sold.

After growing up in Naples, Bill spent time developing his career in Atlanta before returning to South Florida with his wife Roxanne, in 1994.

He is a graduate of the Leadership Bonita Program, which is conducted by the Bonita Chamber of Commerce. Bill was a former board member of the Bonita Springs Chamber of Commerce and a former board member of the Rotary Club. Bill has been actively involved in raising funds for several nonprofit organizations, including the YMCA and Bonita Assistance Program, as well as scholarships for local high school students. In his free time, Bill enjoys golf, tennis, boating and fitness.