Bill is a full-time producing manager working with retail clients and small business owners. He also focuses his efforts on recruiting, and helping to guide the direction and growth of the firm. Bill is a resource to the firm’s advisors to guide them when involved in a specific client situation where they need help, as well as complex estate planning or employee benefit issues.
Bill has been in the insurance industry since 1977 and the securities industry since 1984.
A 1978 graduate from Maryville College, he earned his Chartered Life Underwriter and Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983. In January, 2013, Bill obtained the Accredited Investment Fiduciary designation (“AIF®”) authorized by the Center for Fiduciary Studies.
He was admitted to the Palladin Registry of Advisors (www.palladinregistry.com) in 2006, and was chosen by clients and St. Louis magazine in 2008 & 2009 as a FIVE STAR WEALTH MANAGER in the category of “Best in Client Satisfaction Wealth Managers”.
Bill holds the following securities licenses: Series 4, 6, 7, 24, 27, 31, 53, 63, 86, & 87.
Bill is married and has three children. He enjoys golfing, reading and skiing in his free time.