Bill is a Partner and Financial Advisor with Collegiate Financial Group (CFG). CFG exclusively targets colleges and universities specializing in the financial education and financial planning for College Athletic Directors, Coaches, Administrators, and faculty though out the United States. Within CFG, Bill also assists individuals in making smooth transitions from university to university throughout their career.

Bill has over 20 years of experience in the financial services industry, starting in 2000 concentrating on the institutional side of the business. He has earned many high sales achievement awards throughout his career and has raised over $1 billion in assets for several companies. After a successful run on the institutional side of the business, he looked to take on a new challenge and change his focus to the retail side of the business. Bill wanted to concentrate on helping individuals pursue what really mattered in their financial lives.

Bill is originally from Argyle, Texas and a graduate of Baylor University in Waco, Texas. He currently lives in Alexandria, Virginia with his wife and their twin teenagers. Outside of spending time with his family, Bill enjoys playing golf, working out, and cooking. He currently serves on the Board of Director for Hollin Meadows Swim and Tennis Club and enjoys volunteering his time with the Men’s Group at his parish – Blessed Sacrament.