Bill has a special interest in retirement income planning and has over thirty years of experience advising clients. His focus on asset allocation, research and investment planning allows him to take an individual approach to each client’s needs and goals. Prior to his position at Wealth Enhancement Group, Bill was a founding principal and served as Director of Investment Planning and Research for TriCapital Financial Group, Inc., and previously held various executive positions with large financial service organizations.

Bill is a past President of the North Carolina Financial Planning Association and is involved in professional community organizations. He has also served on the Appalachian State University (ASU) Alumni Corporate Committee, the ASU McKinney Alumni Center and the ASU 21st Century Committee. He is "5 Star Wealth Manager (2016, 2018-2023)" award recipient* as well as a former member of the Board of Directors of Carmel Country Club and was Chairman of Junior Golf there for many years.

Bill is the proud father of twin sons, a daughter, four stepsons, daughter-in-laws, and five grandchildren.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018, 2019, 2020, 2021, or 2022 FIVE STAR Wealth Managers. Awarded 8/01/18 for the period of 11/22/17 - 5/25/18. Awarded 8/01/19 for the period of 10/22/18 - 5/24/19. Awarded 8/01/20 for the period of 10/28/19 - 5/08/20. Awarded 8/01/21 for the period of 10/05/20 - 4/30/21. Awarded 8/01/22 for the period of 10/11/21 - 4/22/22. Awarded 8/1/23 for the period of 10/10/22 through 5/05/23