Bill graduated from the University of Phoenix with his Bachelor of Science degree in both Management and Business. He then went on to graduate from the University of Redlands and completed his Master of Arts degree in both Management and Business.
After a long stint in the family’s real estate business, Bill decided to go into business for himself and joined New York Life Insurance Company as an Agent in January 2000.
Early in his Insurance and Financial Services career, Bill understood the importance of “doing what is right for the client” – No Matter What! Early in 2001, Bill established his own practice. with his wife Dena, a brokerage business that allowed him to be an even greater resource to his clients and establish credibility outside of the traditional insurance model.
Upon moving to Phoenix, Arizona in 2007, Bill expanded the business by opening a tax office. The office specializes in full-service tax return and tax planning work for individuals, couples and small businesses.
It is important to recognize his motto, "Promoting Financial Health Through Education.” Bill believes that every person should diagnose their current financial health just as they would their personal health. Through associations like AFEA, he is able to educate the community and "giveback" and help guide Americans to a better retirement. Outside of the office, he loves traveling and spending time with his family. Bill enjoys being outdoors and partaking in activities such as golf, NASCAR, hiking, boating and camping.