T. J. brings over 20 years of diverse financial services experience in the areas of retirement, investment, real estate, comprehensive financial planning and wholesale distribution. His experience has led him to be a resource to both institutions and financial advisors in helping their high and ultra-high-worth clients reach their often complex financial goals.

After graduating from law school, Bill began his legal career in private practice as an employment and business litigator with a Minneapolis law firm. His first role after leaving private practice was to serve as in-house counsel for Rollerblade. Since then, he has held in-house counsel positions at several corporations including Pillsbury, FICO and Ameriprise Financial.