Bill has been in the financial services industry since 2000. He focuses on individual portfolio management, as well as providing comprehensive services for corporate retirement plan sponsors.
Bill holds the AIF® designation (Accredited Investment Fiduciary) and has served as a member of RBC Wealth Management’s ERISA council. His knowledge of retirement planning strategies and plan design options provides our individual and corporate clients with a retirement plan tailored to meet their specific needs.
Bill graduated from the Carlson School of Business at the University of Minnesota with a degree in marketing. During his time at the “U,” he was a captain of the Gopher hockey team and a member of the WCHA All-Academic Team. Bill is actively involved in the Stillwater community, having served as a board member of the Stillwater Area Foundation and Stillwater Youth Hockey Association. He and
his wife, Lindsay, have twin boys, Jonas and Nolan, and love spending time at their athletic events and at their family cabin.