Bill is the portfolio manager for in-house accounts and is the Founder and Managing Partner of LifeStages Financial Planning, an affiliated firm of Westward Financial Strategies. After working for large investment and insurance companies over the last several years, Bill decided it was in his clients' best interest to work with an independent broker-dealer in order to give their clients truly independent advice and product offerings.
Bill Holds the following FINRA Registrations: Series 7, Series 66, and Life, Health, and Variable Annuity Insurance licenses and is a CERTIFIED FINANCIAL PLANNER™. Bill holds an MBA in Finance from Washington University's Olin School of Business as well as an MS degree in Management Systems and BS degree in Interdisciplinary Engineering and Management from Clarkson University.
Bill's previous career experiences include Marketing/Product Management, Engineering, Purchasing, Quality Control and Technical Sales. In addition, he owned and operated his own retail business. Bill resides in Wildwood, Missouri and enjoys golf, tennis, fishing, and camping.