Meet Bill, a seasoned professional with a remarkable passion for helping others succeed in their financial journeys. With over three decades of experience in the financial services industry, Bill’s client relationships transcend the surface as he goes above and beyond to truly know and understand each individual’s aspirations, crafting tailored financial plans that bring their visions to life.
Bill’s wealth of knowledge spans a wide spectrum of financial scenarios, a testament to his dedication to providing comprehensive guidance to his clients. His success is rooted in the principles of hard work and an unwavering commitment to his core values and ethics. He firmly believes that the true strength of Legacy Financial Group lies in its people, and it’s through them that clients can find a comfortable and supportive partnership.
As a CERTIFIED FINANCIAL PLANNER™ Professional, Bill carries the responsibility of working in the best interests of his clients, adhering to the highest ethical and professional standards in the practice of financial planning. This commitment to ethical excellence underscores his dedication to the well-being of those he serves.
Beyond his professional life, Bill finds joy in the great outdoors, embracing activities that take him closer to nature’s wonders. He’s an avid traveler, exploring destinations near and far, and he passionately cheers on ISU athletics, a true Cyclone at heart. Bill’s love for literature is reflected in his fondness for reading and conquering crossword puzzles. He is an avid gardener producing delicious produce to share with friends, family and the office.
Time with friends and family is truly treasured, and Bill shares his life with two loyal canine companions, Murray and Enjo. Their presence adds warmth and companionship to his daily adventures.
Bill embarked on his academic journey at Iowa State University, where he earned his Bachelor of Science Degree in 1985. His career in the financial services industry began in 1988, and he has achieved the prestigious CERTIFIED FINANCIAL PLANNER™ Professional designation through the College for Financial Planning in Denver, Colorado.
In summary, Bill’s career and personal life are a testament to his commitment to helping others achieve financial success while embracing the joys of life’s diverse experiences. His multifaceted interests and unwavering dedication make him a valuable asset to his clients and a cherished presence in the lives of those around him.