William serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. William practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. William’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
Prior to joining Creative Planning, William was an education counselor at an independent investment firm. William has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management.
William earned a Bachelor of Science in Business Administration from Washburn University. He also earned a Master of Business Administration degree from the University of Kansas. William is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
William and his wife, Christine, have two sons – Benjamin and James. In his spare time, William enjoys golf, watching the Kansas Jayhawks, and spending time with family and friends.
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