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.