Bill has more than 25 years of experience managing employer-sponsored retirement plans and individual retirement assets. He is responsible for maintaining a high-level of service for 401(k) and 403(b) clients, as well as nurturing the growth and development of this area. Beyond these specialties, his experience includes plan design consulting, administration, employee education and investment management. He was named a FIVE STAR Wealth Manager (2020-2022)*. For fun, Bill enjoys sailing and hiking with his wife, daughter and the family’s two dogs.

Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020, 2021 or 2022 FIVE STAR Wealth Managers. Awarded 1/01/20 for the period of 4/01/19 - 11/13/19. Awarded 1/01/21 for the period of 4/27/20 - 10/30/20. Awarded 1/01/22 for the period of 5/10/21 - 11/12/21. Awarded 01/01/24 for the period 04/10/23-10/31/23.