As a Wealth Manager, Bill prides himself in taking the time to create personal, customized recommendations for each client. "I really enjoy helping clients work with investment options and plan for their family's future. Helping people make decisions they are comfortable with has always been my approach."
Bill holds a Retirement Income Certified Professional Designation® (RICP®) from the American College of Financial Services. With qualifications including Series 7 and Series 63 registrations, which he holds through LPL, and Life and Health licenses, Bill is able to offer access to a wide range of services.
Bill enjoys working within the community bank atmosphere because it allows him to get to know his clients well. Bill is a member of the East Madison Monona Optimists and is active in Sun Prairie youth football. Bill and his family are also involved in Dane County 4H equestrian sports.