Bill works personally with clients to help them develop their financial goals along with a plan to pursue them.
Bill has been in the financial industry for over five years and personally investing for the long term since age 11. Using a 4-step process to determine his client’s goals, Bill can customize each plan to tailor fit their situation.
Growing up on the family farm in Wilton, located in southern Granville County, Bill learned the value of planning and implementing as he ran a successful fresh produce business. Bill assists with simplifying his client's goals and developing a plan that is clear and easy to employ.
Bill is a graduate of East Carolina University where he earned his B.S. and M.BA. with a concentration in finance. He and his wife Stephanie live on the farm where they enjoy spending time outside and around the ponds. They still plant a small garden, which they share with family and friends.