Bill earned a bachelor’s degree in business from Wright State University. Early in his career, Bill worked at one of the “Gold Standard” Financial Services Institutions. With that experience, he knew he could do a better job serving clients in a broader fashion. You want and deserve trusted guidance with your retirement planning, regardless of where you are in life. With more than 20 years of experience, Bill helps clients plan for retirement by addressing The Five Foundational Pillars™
Away from the office, Bill and his wife, Krista, enjoy spending time with their two children Tyler and Ellie. Both are involved in coaching sports and are committed to their personal relationship with God.