About
Bill brings more than 26 years of experience in the financial services industry to his role as Regional Vice President for Wealth Enhancement. His background as both an advisor and equity analyst is critical to guiding clients through the planning process while determining the most optimal financial solutions for their future.
Bill grew up in Ann Arbor, Michigan and is a graduate of the Indiana University Kelley School of Business. He has lived in Chicago for over 26 years and joined Wealth Enhancement in 2020. In his free time, he enjoys spending time with his wife and 3 daughters, reading, golf, and traveling.
Education
- BS, Indiana University, Bloomington
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation