About William
William (Bill) splits his time between comprehensive financial planning, portfolio management, and firm operations. Since 1999, he has focused his time and energy on creating integrated financial planning solutions and investment strategies that serve clients with moderate to high net worth. Bill’s professional credentials, along with his combination of 20 years of experience in planning and portfolio management, have allowed him to help clients make financial decisions that are thoughtful and focused solely on their well-being.
Some of Bill’s key accomplishments include financial planning design for more than 100 individuals and families, small business consulting and exit strategy analysis, the creation of tax-efficient portfolios, the creation and monitoring of equity portfolios, and fixed-income portfolio management.
In addition to his professional credentials, Bill spent a decade in financial accounting positions in the technology sector before receiving his MBA. Ultimately, his combination of general business management experience and education in financial planning led him to leadership roles.
Bill has a strong record of active membership in professional organizations. These include Colorado Financial Planning Association, where he served as program director (2010-2013), president (2007-2009), and treasurer (2004-2006). He also has been a member of the American Institute of CPAs since 1995.
Bill lives in Colorado Springs with his wife and three boys and enjoys fishing, soccer, snowboarding, biking, and spending time with his family.
Education and Professional Milestones
-University of Minnesota – bachelor’s degree in accounting
-Loyola University-New Orleans – Master of Business Administration
-Boston University – professional degree in financial planning
William (Bill) splits his time between comprehensive financial planning, portfolio management, and firm operations. Since 1999, he has focused his time and energy on creating integrated financial planning solutions and investment strategies that serve clients with moderate to high net worth. Bill’s professional credentials, along with his combination of 20 years of experience in planning and portfolio management, have allowed him to help clients make financial decisions that are thoughtful and focused solely on their well-being.
Some of Bill’s key accomplishments include financial planning design for more than 100 individuals and families, small business consulting and exit strategy analysis, the creation of tax-efficient portfolios, the creation and monitoring of equity portfolios, and fixed-income portfolio management.
In addition to his professional credentials, Bill spent a decade in financial accounting positions in the technology sector before receiving his MBA. Ultimately, his combination of general business management experience and education in financial planning led him to leadership roles.
Bill has a strong record of active membership in professional organizations. These include Colorado Financial Planning Association, where he served as program director (2010-2013), president (2007-2009), and treasurer (2004-2006). He also has been a member of the American Institute of CPAs since 1995.
Bill lives in Colorado Springs with his wife and three boys and enjoys fishing, soccer, snowboarding, biking, and spending time with his family.
Education and Professional Milestones
-University of Minnesota – bachelor’s degree in accounting
-Loyola University-New Orleans – Master of Business Administration
-Boston University – professional degree in financial planning