With a passion for helping others succeed, Bill’s client relationships go beyond the surface as he strives to know and understand each of them and develop financial plans specific to their vision. After over 30 years in the financial services industry, Bill brings a wide knowledge base and can plan for all types of financial scenarios. Bill developed his business through hard work and focus on his core values and ethics. He believes the real strength in Legacy is its people. Through them, he feels you will find a comfortable fit with us.
As a CERTIFIED FINANCIAL PLANNER™ Professional, Bill has a duty to work in the best interests of his clients and to act in accordance with the highest ethical and professional standards for the practice of financial planning.
Bill enjoys anything outdoors, traveling near and far, cheering on ISU athletics, reading, crosswords, vegetable gardening, and time with friends, family, and his two dogs, Murray and Enjo.
He received his Bachelor of Science Degree in 1985 from Iowa State University. Bill began his career in the financial services industry in 1988, and has achieved his CERTIFIED FINANCIAL PLANNER™ Professional designation with the College for Financial Planning, Denver, CO.
