Prior to joining Krilogy, Bill developed his skills as a retirement and wealth advisor during more than 12 years in the financial services and planning industry. In addition to the CFP® designation from the Certified Financial Planner Board of Standards, Bill holds both a law license and CPA license.
Bill takes great pride in the longtime trusted relationships he has developed with his clients. As part of his retirement income planning strategy, he assists his clients in determining the gap between their retirement income versus their retirement needs. Once the gap has been determined, Bill seeks to find solutions to assist his clients in closing the gap.
Integrity, which is a cornerstone of Bill’s approach to helping his clients, was founded in his high school background at St. Louis University High and furthered developed in his college and law school years at St. Louis University. In addition, Bill has been a highly regarded high school water polo official for more than 45 years and is a member of the Missouri Water Polo Hall of Fame. He and his wife, Susan, are empty-nesters and reside in Warson Woods.