Bill has been in the financial services industry since 1987. Early in his career he began to focus on the financial needs in the 403(b) marketplace and has spent most of his time assisting the faculty and staff of UT Southwestern Medical School, UT Arlington and UT Dallas with their financial and retirement planning needs.
In addition to providing financial services to the 403(b) marketplace, Bill has worked extensively with business owners in the 401(k) arena to provide the solutions to their employee benefits’ needs. Bill joined Lincoln Financial Advisors in 1998 and has been a guest speaker at numerous financial planning seminars.
From college funding and estate planning to coordinating diversified portfolios and retirement planning, Bill exhibits an ongoing passion for helping clients towards achieving their financial goals.