Bill is a financial professional with a passion for helping individuals navigate the complexities of financial planning. Born in Liberal, Kansas, Bill's journey led him to North Carolina State University where he honed his skills both academically and athletically, representing the university on the varsity men’s golf team.
After completing his undergraduate studies, Bill pursued his passion for finance by earning a Master's degree in Trust and Wealth Management from Campbell University. With a solid educational foundation and a drive to excel, he embarked on a career dedicated to guiding clients toward their financial goals.
For the past 3 years, Bill has been dedicated to serving the community of Harnett County, NC, as a trusted financial advisor. He is known for his personalized approach to financial planning, crafting tailored strategies to help clients secure their financial future.
Beyond his professional endeavors, Bill finds joy in spending quality time with his family. Whether it's hitting the golf course, staying active with exercise, or simply cherishing moments with his wife and children—son William and daughter Charlie—family remains at the heart of his life.
Committed to empowering his clients with the knowledge and strategies they need to thrive financially, Bill strives to make a meaningful difference in the lives of those he serves.