Bill joined the Firm in March of 2004 and has been working
in the financial services field since 1987. He earned a degree
in Business Administration and then an MBA from Xavier
University. Bill has been a Certified Financial Planner since
1990 and has also earned the Chartered Financial Consultant,
Chartered Life Underwriter and Chartered Advisor for Senior
Living designations. Bill’s experience includes investment
management, financial planning with a focus on retirement planning,
and insurance analysis. Bill's prior experience includes 5 years with
a national investment advisor as Manager of Individual Retirement
Planning. Bill is a member of the Cincinnati Chapter of the
Financial Planning Association.

William H. Vickey, CFP®

Vice President, Financial Advisor