"I was born in Minnesota and grew up in southern Illinois. I graduated with my bachelors in business management from Southern Illinois University in 1995. I moved to Jacksonville, Florida in 2003, started working with Thrivent in 2004 after being in the mortgage industry. I obtained my Certified Financial Planner designation in 2010 and my Chartered Financial Consultant designation in 2021. My practice involves fee based financial planning, insurance solutions, wealth transfer strategies, and asset management. For 18 years I have been trying to get people on the right financial path and inspiring them to live generously. I have been married for 27 years and have an 18 year old son and a 20 year old daughter, both currently attending college."

Bill has worked 25 years on Wall Street in equity investment with such firms as Merrill Lynch, ING, and Prudential. Bill is very passionate on following the markets and interpreting Market Volatility. Bill is enjoying all Florida has to offer.