Bill is Wealth Advisor at Everest Wealth Advisors specializing in the financial planning and retirement needs.
Bill graduated from the University of Colorado (Boulder) with a degree in Organizational Behavior and a minor in Finance. In 2004, Bill became a Certified Retirement Planning Counselor. Altogether, he has accumulated 21 years in the field of Financial Services.
Today, Bill is passionate about the connections he forms with clients. He takes the time to understand each client personally and is motivated by the opportunity to lead clients on a path toward financial freedom and successful retirement. Through honesty, loyalty, and integrity Bill works hard every day to be his clients’ trusted partner.
His wife, Reva, three children, and his grandchildren serve as constant inspiration to work hard and succeed. Together, the family enjoy taking trips and spending quality time on hikes in the outdoors of Centennial, Colorado where Bill resides.
*CRPC conferred by College for Financial Planning.