Bill grew up locally and is a graduate of J.J. Pearce High School in Richardson, Texas. He was awarded an academic and athletic scholarship to play baseball for The University of Texas – Arlington. Bill completed his BBA at Texas Tech University.
Prior to joining the world of investment management, Bill earned his real estate license while still attending Texas Tech University and helped individuals and businesses with their Real Estate needs. Bill then enjoyed a successful 10-year career with State Farm Insurance becoming one of the youngest Superintendents in the country prior to his calling as a Certified Financial Planner™.
For the past 3 decades, Bill has specialized in creating Investment & Retirement Income Strategies for clients who are preparing for early retirement who must navigate the complex tax code to help maximize their retirement income and minimize taxes if under age 59 1/2. Additionally, Bill works closely with all of his clients who are nearing and enjoying their retirement years. Building customized income distribution plans and paying attention to details that matter to each client are hallmark attributes that Bill exemplifies as he works with clients and their families to help reduce their tax liability, enhance retirement income while protecting wealth to eventually meet legacy planning goals to preserve wealth for the next generation.
Bill received the highly sought after financial planning credentials Certificate in General Insurance (1988), Certificate in Financial Planning (1991), and the designations Chartered Life Underwriter (CLU in 1994), Chartered Financial Consultant (ChFC in 1997) Chartered Advisor for Senior Living (CASL in 2005) and CERTIFIED FINANCIAL PLANNER™ certification in 2008. Bill holds the General Securities Registration, Principal and Municipal Securities Registrations. Current and past memberships include: The Financial Planning Association (FPA), International Association of Financial Planners (IAFP), National Association of Personal Financial Advisors, International Association of Qualified Financial Planners and member of FSC Broker Dealers President's Elite Club, which represents the highest level of performance nationally for one the country's largest Independent Broker Dealers.
Bill and his wife, Deanna, have been married for over 37 years and have 2 children. Bill is a golf enthusiast and plays to a single digit GHIN handicap.