Bill is a Wealth Advisor dedicated to providing best in class service to every client. He has been serving in the investment business for over 30 years. During that time, he has learned to build trust by intently listening to clients' needs and concerns. He also believes in building strong client relationships through ongoing meetings, reviews, and professional transparency. As a fiduciary, he acts with honesty and integrity, providing his clients sound financial advice and planning to create confidence in their financial goals.
For Bill, joining Avaii means true independence, ensuring he can manage his business in the manner which is best for him and his clients; he values exceptional, personalized service for every client. Transitioning to Avaii is about more than working in a great building and location, it means being recognized, known, and heard with the support of a reliable team.
Bill lives in Appleton with his spouse, Dana, and their two children, Jack and Julia, and dogs, Leo and Charlie. During the summer, they enjoy spending time on the water at their family lake home in Kiel. They love to travel, especially to Caribbean destinations and Spain. Bill also enjoys golf, snow skiing, and reading in his spare time. He and his family love giving back to their communities through volunteering and donating to their favorite organizations, such as the Fox Valley YMCA, Salvation Army, United Way, Fox Valley PAC, and CASA of Green Bay.