For nearly three decades, Bill has helped clients address their financial concerns through sound investment advice and planning strategies tailored to their specific needs. Bill began his career with A.G. Edwards in 1994 after earning his MBA summa cum laude from the University of Arizona. In 1999 Bill was promoted to Assistant Branch Manager at A.G. Edwards, before ultimately assuming the role of Branch Manager in 2006.
In his spare time Bill can be found at the helm of a catamaran, tacking towards fair winds and following seas. Sailing is passion shared by his wife, Beth, his children, Alek and Natasha.