8551 W Sunrise Blvd. Ste. 106
Allocation & Modern Portfolio Theory
Exploring Your Options for a Quality Retirement
Getting Fiscally Fit
First Time Home Buyers
Getting Your Financial House in Order
Social Security Explained
Investing Basics for Women
Investment Concerns in a Fragile Market
Issues of Aging Parents
How to Increase Your Health and Wellness
Legal Lessons for Life
Maximizing the Right Mortgage Strategies in Todays Market
Taking Control of your Cash - Eliminating Debt
Restoring your Life after COVID 19
Refining your Mortgage 101
Strategies for a Sustainable Income in Retirement
Stress and Your Health
The U.S. Housing Crisis
Understanding 401k Rollovers
Understanding Critical Disability Issues
Women Approaching Retirement and Beyond
You and Your Credit Score
Bill is well positioned to help you navigate your financial world, thanks to his strong religious upbringing, personal discipline and integrity forged through years as a combat-trained U.S. Marine.
As a financial professional who can offer investment and insurance products and services, Bill has spent over 30 years learning about the unique needs of his clients. He enjoys providing personalized financial solutions that help people preserve their assets, build wealth and grow in their financial confidence. Bill’s faith-based approach and strong family values carry over into his work, showing clients what they look for in a financial professional: honesty, sincerity, compassion, safety and trust.
Bill has earned the designation of Life Underwriter Training Council Fellow (LUTCF). He often speaks about Social Security, veterans’ benefits, identity theft prevention and other important financial issues in the community.
Bill lives in South Florida with his wife, Donna, and their two children, Brooke and Wyatt. The family is active in their church and in many charitable organizations, including Compassion International, Sheridan House and Marine Toys-For-Tots.