Bill’s passion as our founder and president is grounded in 20+ years of experience in the financial industry and based on his vision to create an environment where all that we do is wrapped around our clients’ highest financial interests.
Bill launched his career in 1994 as a registered representative for Smith Barney, Inc. followed by 18 years with Fidelity Investments. As a Senior Portfolio Specialist at Fidelity, he partnered with individuals and families to help them accumulate personal wealth, prepare and manage their retirement assets, and realize their charitable intent and legacy goals.
Bill is a CERTIFIED FINANCIAL PLANNER™ practitioner with a bachelor’s degree in corporate finance from the University of North Texas. Away from the office, he enjoys spending time with his wife, son and daughter, as well as enjoying anything related to college football and baseball.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.