Bill has more than 25 years of industry experience working with clients. Prior to his affiliation with Cetera Advisors LLC, Bill was affiliated with Lincoln Financial Advisors serving clients as a financial planner, investment advisor and also helping clients with insurance needs. Bill moved his business to a regional, independent broker-dealer, PacWest Securities to focus more on helping clients with their investments. PacWest was acquired by Cetera in 2012, and Bill has been with them ever since.
Bill earned his bachelor of science degree in finance from The Ohio State University. He holds Series 7 and 66 securities registrations. He also is a licensed life and health insurance producer. Bill is a Certified Financial Planner® Professional, a Chartered Financial Consultant, a Chartered Life Underwriter, and a Chartered Advisor in Senior Living.
Bill is married and has one adult son. He enjoys watching football and soccer, and actually referees competitive youth soccer on the weekends. Bill loves travel, gardening, music and enjoys playing his guitars, bass and keyboards and collaborating with other musicians.