
Bill provides investment consulting services for retirement planning, college funding, tax minimization service, and IRA distribution options. He has been helping clients make sound financial decisions by outlining strategies to help them pursue achieving both their short- and long-term financial goals since 1996.
Bill grew up in Middlebury, Indiana, and graduated from Indiana University with a Bachelor of Science in Finance. He takes pride in helping all clients prepare for the inevitable decisions we all must make.