For the past 20 years, I have been helping families make sense of investing. I recently overheard my wife tell someone, "Bill hasn't worked a day in last 20 years." That got my attention until I heard what she said next. "He's never called it work. He gets to visit with folks he considers friends and loves it." She's right; my entire career has revolved around helping folks that I truly care about make sense of investing.

Having began this journey in 2000, I have been able to help clients through difficult markets. I have been able to partner with my friends to help them reach their financial goals. I pride myself on understanding what's important to them. I make sure I truly understand their wants, needs, goals and comfort level. I have been blessed to see many clients accomplish their goals thanks to my longevity.

My team is dedicated to helping you make sense of investing. We value relationships. I am partnered daily with Marie Shaw. Marie's attention to detail and compassion is obvious from the first moment you meet her. Last year, we added Emily Morrett to our team. Emily's background as a teacher is the perfect compliment to our team.

On a personal note, I have been married to my high school sweetheart, Sarah, for over 20 years. We are the proud parents of two teenagers, Allie and Katie. When we aren't in the classroom or the office, you will probably find us watching a golf or tennis match, or cheering at a basketball game.

Our team is excited to continue to caring for families, like yours, for the next 20 years.

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More