With 20 years of experience in personal financial planning, Bill has the knowledge and experience to help his clients make smart financial decisions. He takes an educational approach to financial planning, continually breaking down complex issues to make them easier to understand. He strives to know his clients well, understand their needs, and design and implement specific strategies for each one. Bill is a nine-time award winner (2013-2021) on Barron’s magazine’s “Top Financial Advisors” list*, a ranking that places him among the top financial advisors in Minnesota. He is also an multi-winner (2017-2024) of the FIVE STAR Wealth Manager award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.** He resides in Woodbury, where he enjoys spending time with his wife and three children.

Click here to view Bill's Directory on Barron's

Advisory registration 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.

Factors included in Barron's Top 1200 Financial Advisor 2013-2024 rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance was not an explicit component of the evaluation criteria.

*The Barron's Top 1200 Financial Advisors ranking is awarded based upon criteria including revenue produced for the firm, regulatory record, quality of practice, philanthropic work, and assets under management. Awarded 2/15/13, 2/24/14, 2/23/15, 3/5/16, 3/6/17, 3/10/18, 3/8/19, 3/13/20, 3/12/21, 3/11/22, 3/13/23 and 3/14/24 for the one-year period ending September 30th of the previous year.

**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 2017, 2018, 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/14/16. Awarded 12/01/17 for the period of 2/23/17 - 10/13/17. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.