Bill is a Certified Financial Planner and Certified Public Accountant bringing a combination of experience and knowledge to the firm’s clients. Bill began his financial career as an auditor with a “Big Six” national accounting firm and later spent almost a decade as CFO of a publicly held manufacturing firm. His “healthy skepticism” and business sense shapes his investment philosophy and make him a valuable resource in separating fact from fiction in today’s avalanche of investment products. His comprehensive financial plans reflect the rigor of his accounting and business background and are designed to help clients achieve a strategic balance between growth, income, tax savings, expense reduction, estate planning and insurance issues.

With a B.A. in Accounting and Business Administration from Adams State College and a CFP^® from the College of Financial Planning in Denver, Colorado, Bill has become a highly respected and influential member of the financial community with nearly a quarter of a century of experience in the industry.

Bill has spent the last 25 years in Arizona where he currently resides in Gilbert with his wife and daughter.

Bill is a Registered Representative offering securities and investment advisory services through First Financial Equity Corporation. Member FINRA/SIPC and a registered broker-dealer.  He holds FINRA Series 7, 24, 65 and 63 registrations.  Alliance Financial Group operates under FFEC.