Bill knows and appreciates the value of hard work as he worked summers in US Steel to pay for his college. One of his goals is to have all his clients say to themselves that their lives have been better from having worked with him.
Bill strongly believes education is the most important piece of financial planning; therefore educating clients as to their options and alternatives is extremely critical so clients can make informed and intelligent financial decisions. Bill holds Series 6,7, 63 ,65 and insurance licenses. Also holds from The American College the Chartered Financial Consultant and Chartered Life Underwriter designations and is licensed in 26 states currently.
Born in St. Louis, MO and raised in Gary, IN Bill attended Indiana University prior to joining USMC in 1968 where he became an officer and received a medical discharge in 1972. Joined New York Life in 1974 and became Managing Partner where he had 3 offices across northern Indiana. Retired from management in 1989 and started SFG in Indiana and then relocated to Naples, FL in 1995. Outside activities include golf, working out, watching IU basketball, the St Louis Cardinals, cooking (and eating) traveling and exploring new places both with Kim and sons Will and Evan.
Current and Past Professional and Community Involvement
Estate Planning Council of Naples
Planned Giving Council of Naples
Independent Association of Financial Planners
Million Dollar Round Table-Life Member
ET Brisson Marine Corps League
Mentor-Take Stock in Children
NW Indiana Society of Financial Service Professional-Past President
NW Indiana Association of Insurance and Financial Advisors- Past President
South Bend General Agents Association – Past President
Qualifying membership in the MDRT Court of the Table is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year and remit the required Court of the Table dues to continue their affiliation with the Million Dollar Round Table. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.