Bill has over 25 years of experience in working with corporate retirement plans. His primary focus has been to improve outcomes for both plan sponsors and their plan participants.
In 2013, Bill was recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisers.”* Bill also has been recognized by Raymond James as a leader in retirement plan consulting by his position on the Retirement Plan Advisory Council (RPAC), a collective of financial advisors offering specialized experience and support for retirement plan sponsors. RPAC is represented by less than 1% of all Raymond James advisors.
As an RPAC member, Bill and his team acknowledge a fiduciary standard of care with regards to investment recommendations and monitoring of plan investments. Bill holds the designation of Accredited Investment Fiduciary (AIF)®, as well as Chartered Retirement Plans Specialist (CRPS)®. Additionally, Bill is Series 7, 6, 24, 26, 63 and 65 Registered. Bill is a member of Western Pension and Benefits Council (Boise Chapter) as well as the Plan Sponsor Council of America. Bill graduated from St. Lawrence University in Canton, NY.
Bill and his wife have been married for over 20 years and currently reside in Hailey, Idaho with their two young boys. Bill volunteers in the local community as a camp counselor at Camp Rainbow Gold and also is a youth alpine ski racing coach.
*The “PLANADVISER Top 100 Retirement Plan Advisers” list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. A sub-segment of the questions was used to determine eligibility for the Top 100. Categories in which advisers compete are determined by the number of advisers and the number of total employees (including support staff). We highlight the quantitative standouts according to the dollar value of qualified plan AUA as well as the number of plans under advisement. The award is not representative of any one client’s experience, and is not an endorsement, and is not indicative of advisor’s future performance. Raymond James is not affiliated with PLANADVISOR.