Bill loves to discuss finances with his clients. He also loves to talk about how their kids are doing, their most recent travels, and the fortunes of the Chicago Cubs. He’s not only interested in his clients’ portfolios, but also their lives and futures. He prides himself on his long-term client relationships, which transcend financial matters. Working closely with his clients for many years affords him the opportunity to provide answers, insights and guidance throughout all of life’s changes, and to see the benefits that sound, proactive financial planning brings to their lives.
Outside work hours, Bill enjoys spending time with his wife and three children. He hikes, plays golf and coaches his kids’ baseball teams.
Bachelor of Arts in finance – University of Illinois at Urbana-Champaign
Chicago Run Next Generation, The Executives’ Club of Chicago