Bill is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC) who has been assisting clients with their planning needs since 2008. Bill works directly with clients to develop, implement, and monitor comprehensive financial plans tailored to each individual’s needs. His mission is simple: to help members of his community (many of which are close personal friends and family members) create the life of their dreams, free from anxiety and stress about money. Bill is very active in the Kokomo community, and always looks for new ways to help those in need. He currently serves as president of the local Y's Men Club, a charitable organization that has donated over $75,000 to the Kokomo YMCA over the last 3 years and is actively searching for more ways to give back to the local community.
A few words from Bill:
"I spent my first 8 years in the industry creating financial plans for financial advisers all across the country. While the job was very rewarding, and we were able to establish so many families on the ‘right path’ towards their goals, I wanted to bring the skills I had spent so long practicing to my family, friends, and community. Being able to help so many people that I have grown up around is what truly keeps me going in this industry. When not helping my clients understand their financial situation, I really enjoy spending time with my beautiful wife Alli and our two awesome kids, Aurora and Gavyn. Other interests include: The Kokomo YMCA, Golfing, Grilling out with friends, The Pacers, Colts, and Purdue Athletics."