Advice Built on experience

Bill has spent his career providing retirement plan consulting services to his clients successfully navigating them through market corrections, recessions and several regulatory changes that effect their corporate retirement plan benefits. Prior to becoming a Financial Advisor, Bill managed a small non-profit corporation, giving him first-hand knowledge of the challenges his clients, many of whom are small businesses rural hospitals and non-profits, face.

Bill's commitment to his clients is based on three core principles. It starts with developing a trusted partnership where he brings sound advice from a knowledgeable and experienced team dedicated to helping clients manage their retirement plan goals.  He follows a value-driven prudent process to administer sound and efficient retirement plans for his clients and their employees.  He provides advice that can be relied upon for quality financial advice and service that delivers results in the best interest of his clients with integrity and transparency.  His clients within the healthcare community have achieved success applying this process nationwide.

Bill holds the Chartered Retirement Plan Specialist (CRPS) and Accredited Investment Fiduciary (AIF) designations as well as Series 7, 9, 10 and 66 securities licenses. He is amongst a small group of advisors at UBS with the title of Senior Retirement Plan Consultant.        

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President - Wealth Management

Scottsdale, AZ

July 2006 - Present

Merrill Lynch

Financial Advisor

Anchorage, AK

January 2004 - July 2006

Accomplishments

  • Corporate Stock Benefit Consultant
  • Chartered Retirement Plan Specialist(R)

Education

  • Bachelor of Science, Biology, Montana State University, 1995
  • Masters of Business Administration, Global Finance, Alaska Pacific University, 2004
  • Chartered Retirement Plan Specialist, College for Financial Planning
  • Accredited Investment Fiduciary, FI360

Licenses

  • Life and Health Insurance Licensed: AK, AZ, MT, NJ
  • Series 7, 66, 9, 10
  • AIF, CRPS

Registered States:

AK, AZ, CA, CO, FL, HI, ID, IL, LA, ME, MI, NJ, NM, NV, NY, OH, OR, PA, TN, TX, WA, WI