Bill Rowe, NSSA^®, IRMAACP™

Bill earned his bachelor’s degree in business from Wright State University and began his career at one of the nation’s premier financial services institutions. That experience inspired him to build a more personalized, comprehensive approach to serving clients.

No matter where you are in life, you deserve trusted guidance and a retirement strategy built around your goals. Bill helps clients prepare for retirement by focusing on The Five Foundational Pillars™.

Bill has over 20 years of experience in investments, complex insurance planning, and is a licensed Medicare advisor.  He is also certified as a National Social Security Advisor and an IRMAA Certified Planner, giving him the ability to have a comprehensive view of two key factors in retirement planning — Social Security benefits and the additional Medicare IRMAA premiums which can be significantly impacted by unexpected or unplanned income later in life.  Bill is dual registered as an Investment Advisor and a Registered Representative. 

Away from the office, Bill and his wife, Krista, enjoy spending time with their two children, Tyler and Ellie, and their "adopted" son Issac. Both are involved in coaching sports and are committed to their personal relationship with God.