A resident of Anchorage, AK for over 30 years, Bill has been in the financial services industry since 1993. His mission is to help individuals and businesses address their retirement, wealth management, and insurance needs. Bill specializes in retirement planning, long term care planning, and wealth management solutions.
Bill earned the Doctor of Business Administration from Nova Southeastern University, an MBA from Alaska Pacific University, and a bachelors degree in management, from the University of Alaska Anchorage.
He earned the Certified Financial Planner designation, and has Series 6, 7, 63, and 65 licenses with KMS Financial Services, Inc. Bill is licensed to sell securities in the states of Alaska, California, Maryland, Maine, Nevada, Ohio, Oregon,Virginia and Washington.
Bill is a member of the Society of Financial Professionals and the Academy of Financial Services.
Bill is available for individual consultations regarding retirement planning, long term care insurance and other financial planning issues. He is also available as a guest speaker on financial planning topics and long term care insurance.