Bill, originally from Wabash, IN, is a graduate of Indiana State University. Following graduation, he went to work for a major auto manufacturer supplier, as an Assistant Sales and Marketing Manager. While working for a large corporation provided invaluable experience, working for a company that was driven solely by the ‘bottom line’ led Bill to seek a career and an industry where he knew he could make a difference beyond the ‘bottom dollar’. Joining Eminent Wealth Strategies as a financial advisor was his first step in an effort to make a difference in the lives of others.
Bill has a passion for helping people understand and reach their retirement goals. He works closely with clients and participants to develop customized, financial strategies that factor in each client’s risk tolerance, time horizons and financial goals. Changing economic conditions and life events require advisors to stay personally and regularly connected with their clients to provide the best service; Bill understands this and meets regularly with clients and participants to review performance, re-confirm their objectives and to help make account adjustments. Bill prides himself on providing knowledgeable and reliable financial advice, with the integrity that is so important to a client when making financial decisions.
Bill holds his Series 7 and 66 securities registrations with LPL Financial and is currently pursuing his Accredited Investment Fiduciary® (AIF) designation.