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 since 2008 and has helped his clients navigate through challenging conditions such as The Great Recession of 2008 – 2009, the Taper Tantrum in 2013, and the COVID-19 Shutdown of 2020. In 2021 he was voted the * Best Financial Planner in Granville County in the Butner-Creedmoor Newspaper’s inaugural Best of Granville County.
Growing up on the family farm in Wilton, located in southern Granville County, Bill learned the value of planning and implementing from an early age. 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, along with their two boys, live on the family farm where they enjoy spending time in the woods and fishing the ponds.
*The award is based reader votes. This may not be representative of the views of other clients and are not indicative of future performance or success.