Bill works with retirement plan trustees and human resource professionals to analyze, evaluate and implement retirement plans and group benefit programs. For his corporate clientele, Bill designs high-quality, cost-effective plans with appropriate investment options.
Bill has over 20 years of experience in the financial service industry. He holds securities, life and variable contract licenses.
He resides in Rochester Hills, Michigan with his wife and two children. When not working or spending time with his family, Bill enjoys golf, fly-fishing, and travel.