Bill brings over 20 years of wealth management experience to the Frontier team in his Wealth Advisor role. He has served in an advisory capacity with multiple firms, including Ameriprise Financial, USAA, Charles Schwab and Vanguard.
Bill is a Certified Financial Planner Practitioner and believes that financial planning is the foundation of any advisory relationship and the lens through which financial decisions should be made. It is his professional purpose to work closely with his clients to help ensure that they are in position to fulfill their financial objectives.
Bill is a graduate of the United States Naval Academy with a Bachelor of Science degree in Political Science. Bill played football at Navy and was team co-captain his senior year. Outside of work, he enjoys fishing, college football, craft breweries and spending time with his family.
“Go Navy! Beat Army!”
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