Bill entered the financial services industry in 1974 after finishing his formal education at the University of Nebraska, Omaha. He graduated with a degree in History and Economics.
Bill’s primary concentration has been retirement and estate succession consulting, working with high net-worth families and owners of closely held and/or family-owned businesses, and specializing in designing and administering tax-favorable retirement plans for key executives. His services include stock option plans, succession planning, and advanced charitable giving.
Affiliate – Wealth Teams Alliance