With more than 35 years of financial services experience, Bill continues to strive toward providing superior service by working closely with his clients and formulating the appropriate strategies designed to help them achieve their financial objectives. He has built his practice on a foundation of integrity, prudent capital market guidance and thorough attention to his clients’ needs and focuses on selecting investments that match each client’s specific goals and investment objectives.
Bill earned a bachelor’s degree in chemical engineering from South Dakota School of Mines and Technology and worked for one year at DuPont in Texas as a process engineer. He then served two years as a Lieutenant in the US Army Corp. of Engineers, including one year as a combat engineer platoon leader in Vietnam. Upon completion of his military service, he moved to Florida and obtained an MBA in finance from the University of Florida. Bill holds the Certified Financial Planner™ practitioner designation from the Certified Financial Planner Board of Standards, Inc.
Bill and his wife, Sandy have been married for 52 years, have 4 adult daughters and 5 grandchildren. They are both active in their church and community and enjoy spending time with family and friends.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.