Bill’s journey in the financial planning world began in 1989, driven by a deep passion for helping people secure their financial futures. Originally from Southern California, Bill started his career in San Diego and went on to work with firms across California, Connecticut, Texas, and Colorado. Most recently, he owned his own financial planning and investment management firm, dedicated to helping clients reach their goals and dreams.

Bill’s heart for service extends beyond his professional life. He led the pro-bono efforts of the Austin, Texas chapter of the Financial Planning Association for several years and served as chapter president during the challenges of COVID-19. Bill’s dedication to giving back has also taken him and his family around the world, from Kenya to Haiti, Nicaragua, and Mexico, where they’ve helped communities in need.

As a wealth manager, Bill is committed to guiding clients through every aspect of their financial journey, from wealth accumulation to retirement and legacy planning. His holistic approach ensures clients feel confident and secure about their financial future.

When he’s not working, Bill enjoys spending quality time with his family, creating lasting memories together.