Bill is an experienced financial advisor with 25+ year background in helping families pursue their financial and legacy goals. As a partner, Bill dedicates much of his time to the design, management, and oversight of our individual client investments and portfolios. He has knowledge in all aspects of the financial arena, helping clients focus on the best outcomes.
Bill is a graduate of Ouachita Baptist University. He loves spending time with his wife Kelli and his sons, Cole and Carson. They enjoy being active outdoors doing almost anything. Pickleball, golf, cycling, hunting, and fishing are a few things the family does to keep evenings and weekends busy.
