Financial Services Manager
Bill is a CERTIFIED FINANCIAL PLANNER™ professional and joined WPWealth in 2017 and holds his Series 66 as an Investment Advisor Representative along with his Group 1, Texas Department of Insurance License. Bill previously worked with a large institutional custodian as a planning & guidance consultant in their retirement plans and financial services division. His extensive knowledge of financial, tax and estate planning, investments, retirement, insurance, and employer sponsored retirement plans is a valuable asset to WPWealth’s clients.
Bill graduated from The University of Texas at Austin with a B.A. in Economics. He then went on to obtain his his CFP® certification from Florida State University. Outside of work, Bill resides in the Fort Worth area with his wife and two kids.