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. In 1990, Bill completed the requirements for the
Certified Financial Planner Board of Standards Inc (inactive)
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

Vice President, Financial Advisor