Bill grew up on a 500-acre farm in north central Indiana which taught him about a hard day’s work and caring for your neighbors. After earning a bachelor’s degree in Finance at Ball State University Bill spent 22 years in banking with most of those as a residential mortgage lender.
When not at work, Bill spends his free time with his wife, Stephanie, and adult children, Blake, Blaine and Bayley working around their home or traveling to family events. Bill has been in Kokomo since 1991 where his wife grew up. He enjoys staying active playing golf as much as time allows and going to concerts where he loves listening to music. He is very involved in the community through church and other local philanthropic organizations.
Bill has his Series 7 and 66 license, the Indiana Life and Health license, as well as the Certified Plan Fiduciary Advisor (CPFA) designation. Bill says, “I pride myself on being an educator making sure my clients understand exactly what we are investing in and why. This approach carries over to all facets of my client’s financial affairs. It is this approach that creates the trust that my clients have in me and assures them that I am ALWAYS doing what is in their best interest.”