Bill has over two decades of experience in the financial planning industry. Bill focuses his practice on asset preservation and income generation during retirement. He enjoys helping clients identify goals and alleviate concerns through the creation of a strategic financial plan.
Bill is a graduate of Baldwin Wallace College where he earned his bachelor’s degree in Business / Business Administration. He resides in Valley City with his wife and daughter and is always busy with his daughter’s Quarter Horse Shows. Bill is an active member of the Olmsted Falls Chamber of Commerce and Hope Community Church.