About
Bill entered the financial industry upon graduating college, working as a bank vice president and a life insurance agent. He then established a career as a financial planner and partnered with Bill Carr to form Retirement Strategies, Inc. in 1994. Bill currently serves on the Firehouse Subs Public Safety Foundation Board as well as Treasurer for the Highlands Precious Gifts Preschool. He formerly taught as an Adjunct Professor in the college of Accounting and Finance at the University of North Florida. He lives in Jacksonville, FL with his wife of 40 years. He has two daughters and enjoys fishing, boating and traveling.
Education
- BS, University of Florida, MBA, University of North Florida
Articles by topic
Blog
Do elections impact market performance? Explore data-driven insights on how presidential and congressional elections affect investment returns—and what it means for your financial plan.
6/15/2020
Blog
Maximize your non-qualified stock options (NSOs) with smart strategies. Learn how to avoid common mistakes, manage taxes, and reduce risk while aligning your stock plan with your overall financial goals.
9/23/2019
