Bill joined Equity Concepts in 1998 and became a shareholder in 2008. After focusing on the Property & Casualty side of insurance for 6 years, he found that his passion was helping clients with comprehensive retirement planning and wealth management. With 20 years of wealth management experience, Bill enjoys talking to his clients to discover more about their life experiences and expectations and working with them to create a plan to realize their dreams and be successful and secure in retirement. Bill currently holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 6, 7, 63, 65 and is licensed in three states.
Bill is actively involved with professional and charitable organizations, including West End Businessmen’s Association, the Chesterfield Chamber of Commerce, Mechanicsville Ruritan Club and The Middle Resolution. Every year Bill is part of the men’s group at his church, The Church of the Creator, making Brunswick Stew, which is always a great fundraiser and has been awarded First Place at the Brunswick Stew cook-off.
Bill and his wife, June, live in Mechanicsville, Virginia with their 2 sons, Brett and Trent, living close by. As new grandparents, Bill and June enjoy spending time with family and traveling. Bill also enjoys fishing and golf.