Licenses: Series 7, Series 63, Series 65, Series 31, Insurance and Long-Term Care
With a BS in Business Management, Bill has applied his education into the ongoing management of WMS as the director of investments. Bill is responsible for improving efficiency of daily operations to better assist clients. Bill develops investment strategies and financial plans for clients specifically designed to meet their goals and objectives. Believing that education is continually important, he continues to present at educational events on things such as Real Estate Investments, Option Trading, Social Security Maximization, and Asset Allocation. Bill has been a featured speaker for many industry and educational events, and has also been a repeatedly invited as a guest speaker for the Seattle Pacific University graduate finance classes.
Bill enjoys being married to his wife since 1996 and together are blessed with one son, William the 4th, in addition to two beautiful daughters, Coral and Kaya. His hobbies include anything that can keep the kids engaged, or anything that can get competitive!