Bill is recognized as a respected investment professional by his clients and industry peers. He has been active in financial industry affairs, participating in conferences and symposiums and appearing at events as guest speaker. Bill has received numerous financial industry awards and has written articles for publication as well as appearing on TV and radio, giving insights on financial markets. Over the years, Bill has helped hundreds of clients to reach their goals and become financially independent.
A dedicated community volunteer, Bill has served on various boards and held leadership positions in charitable, church, civic, youth, and educational organizations throughout his long career.
Bill and his wife, Barbara, have four grown children and seven grandchildren. When not involved with their grandchildren's school, sports, or cultural activities, they enjoy world-wide traveling, singing, reading, and being with their many friends.