With over twenty years of experience being a financial advisor with Edward Jones, we assist in the financial affairs of many multi-generational families and businesses across the country. I was named a limited partner in 2007 and became a regional leader in 2017 for more than 60 offices located in Northern Colorado. I was honored to be named a general partner in 2020.
I believe it is fundamental for you to feel understood, informed and secure. It is essential for me to know what you value to create personalized strategies to help you reach your individual goals. Using an established process, we will partner together throughout your life to help keep you on track. We will work together as a team with your CPA, attorney and any other professionals to determine the most appropriate financial strategy for you and your family.
I enjoy working with a wide variety of clients whose goals range from growing wealth, business owner planning, tax efficient investment strategies and savings for education purposes to planning for retirement and living in retirement.
My branch office administrators, Cheri Pimple and Kim Paxton, will provide you with the highest level of service. Together as a team, we have over 32 years of experience. Our goal is to provide you with an ideal client experience.
I am extremely proud that our clients have a genuine relationship with our entire team. We enjoy sharing the journey of life alongside of our clients. We feel blessed that every day we can make a positive, meaningful impact on our clients, communities and families.
As a native of Colorado, I attended the University of Northern Colorado and graduated in 1996 with a bachelor's degree in business administration with an emphasis in marketing.
My wife, Rachael, and I keep busy raising our four sons: Nathan, Sam, Andrew and Ben. As a family, we enjoy spending time outdoors and playing a variety of sports, as well as coaching youth hockey.
- Wealth Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Retirement Income Strategies
- Business Retirement Plans
My Personal Interests
- Coaching Sports
Phone NumberBill D Hay at (970) 203-9658
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|Fri||08:00AM - 04:00PM|
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