Bill has lived in the Northern Kentucky area for over 25 years and currently resides in Union, KY with his wife and two boys. After graduating from Miami University with a degree in Economics, he worked as a cost accountant in the advertising industry before finding a career in the financial services industry.
Bill brings over 30 years experience as a personal financial consultant and holds numerous state securities licenses, including his designation as an Investment Advisor Representative. He specializes in helping to address the issues and concerns that people face in retirement.
Bill loves to teach and is grateful for the opportunity to do so as part of the AFEA network of instructors.
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. CRR Wealth Management nor AFEA is associated with the CFD companies.
