Director of Operations
As a seasoned Advisor with nearly two decades of experience in the financial industry, I play a critical role in our investment and retirement planning firm. My primary responsibility is to ensure that our operations run smoothly and efficiently, while also providing valuable perspective to our clients' financial plans.
I take pride in working closely with our team to provide our clients with the confidence, clarity, and peace of mind they need to achieve their life's endeavors. Whether it's through asking the right questions or taking the time to truly listen to our clients, I am committed to delivering personalized solutions that meet their unique needs.
When I'm not in the office, you can find me staying active on and off the field. I enjoy spending time at the gym and supporting my wife, who serves as a Judge for Cheer and Figure Skating, as well as my son, who is involved in football and track and field.
Originally from Cincinnati, I am a proud graduate of The Ohio State University. Go Bucks!
Bill does not individually offer securities through Silver Oak Securities, Inc.