Bill has spent his entire professional career successfully advising clients and helping them make appropriate decisions. The foundation of Bill's practice is built on three core principles: identify the unique circumstances of each client and apply that knowledge to develop a comprehensive and adaptable wealth management strategy, leverage the professional investment management expertise at UBS to deliver appropriate and relevant solutions, and provide a personalized and unmatched service experience.

Bill earned his bachelor's degree in economics from Hobart College in Geneva, NY. Outside of the office, Bill serves as treasurer on the Board of Directors at A Shelter for Cancer Families and also coaches youth sports teams in his community. Bill lives with his wife Lauren and their three sons in Missouri City, TX.

• Hobart College, Geneva NY. BA Economics, 1993

• Treasurer, A Shelter for Cancer Families

AZ, CA, CO, DC, FL, GA, IL, LA, NC, NV, OK, OR, SC, TX, UT, VA, VT