Bill has been in the financial services industry since 2000. Bill focuses on individual portfolio management, as well as providing comprehensive services for corporate retirement plan sponsors. His knowledge of retirement planning strategies and plan design options helping ensure that our individual and corporate clients have a retirement plan tailored to meet their specific needs. In 2015 Bill accepted the position of Branch Director for the Stillwater Office.
Bill graduated from the Carlson School of Business at the University of Minnesota with a degree in marketing. During his time at the "U", Bill was a captain of the Gopher Hockey team and a member of the WCHA All-Academic Team.
Bill and his wife Lindsay, live in St. Paul with their twin boys Jonas and Nolan.