Bill began his wealth management career in 1984. He provides leadership, vision and experience to his multi-generational team. As a former college and professional athlete, he understands the importance of developing a healthy and lasting culture on a winning team. The team is built with highly skilled professionals who are diverse in age, knowledge and experience. He believes this team approach best serves the client, while maintaining continuity so the team can effectively build relationships with every generation of a client’s family for years to come. Bill and the team are pleased and proud to have many client relationships that span decades, in some cases now entering fourth generations of families.

As a portfolio manager – portfolio focus, Bill serves as the central figure in the client relationship. A portfolio manager can help clients pursue their objectives by managing—on a discretionary basis*—his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios and third-party investment strategies. The core investment philosophy is a long-term, customized approach that is sensitive to market volatility and the individual client’s appetite for risk. This approach can help with the pursuit of successful long-term outcomes and satisfied clients, who are often willing to share their experience with their friends and families. Bill’s team is committed to taking the time to educate clients on strategies for becoming successful investors. This helps our clients develop knowledge, discipline and perseverance needed during volatile markets. Along the way, Bill and the team are committed to delivering a high-touch and personalized experience that can lead to meaningful long-term client relationships.

Bill has been committed to the community with extensive involvement in youth sports and many nonprofit boards. He has been inducted to the Iowa High School Baseball Hall of Fame, the Quad Cities FCA Hall of Faith and has been recognized as a Bettendorf (Iowa) Outstanding Volunteer by the Quad CityTimes. He is a graduate from the University of Kentucky School of Business. He and his wife, Karla, live in Bettendorf. They have four sons and 16 grandchildren.