Bill joined Avior Wealth in February 2026 with more than 21 years of experience in the financial services industry, with a strong focus on client education and retirement planning. Bill's experience includes developing strategies to maximize retirement income, minimize taxes, plan for rising healthcare costs, optimize Social Security benefits, and manage investments - all with the objective of helping clients fell more confident and secure about their financial future.
Bill and his wife Jamie live in Corcoran and have three children, Jackson, Jane and Avery. Bill has played and coached tennis on a collegiate level and enjoys coaching his three children in baseball and softball. He is also involved with the church youth and marriage ministries.