Bill has been in the financial services industry for nearly two and half decades and brings both a wealth of experience and knowledge. He has 20 years of executive-level experience and currently serves as the President of Cornerstone Wealth Management. With his vast background and ability to see a 360° view of your financial situation, he’s able to answer two main questions: “Will you make it?” and "Do you have any blind spots?”
WHAT MAKES HIM KNOWLEDGEABLE:
Bill obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2017. CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together and act as a valued professional when providing advice to a client. Additionally, he graduated with a Bachelors degree in 1993 and holds a Chartered Retirement Planning CounselorSM designation. Bill is often asked to publicly speak as a subject matter expert giving over 400 public presentations on the markets, economy and financial planning topics. Bill also serves as a board member on the Visible National Foundation.
GETTING TO KNOW HIM:
Bill has been married to his wife Lisa for over 29 years and together they have three children. In his spare time, he enjoys boating on the lake with his kids, golfing with his local golf team and restoring classic cars. As a self-proclaimed pizza enthusiast, he’s on a mission to try as many pizza shops as possible. If you have a recommendation, he would love to hear it!
