Bill is an investor with a lifelong dedication to preserving and growing wealth. He was introduced to investing at age 16 by his father, who acquired wisdom from a seasoned investor of the 1930s. 

Prior to his role as a financial advisor, Bill founded and led a business consulting firm, excelling in accounts payable auditing and securing employment tax credits. His foremost goal is capital preservation, closely followed by seizing growth opportunities for his clients. 

Beyond finance, Bill cherishes family time as a husband, father of two, and grandfather of two. His interests are in the arts, travel, and literature. He is actively engaged in his community and contributes to Park Cities Baptist Church, as well as various social, political, and arts organizations.