Bill joined the Crux Wealth Advisors team in 2022 as a Financial Advisor in our Denver, CO office. In his role, Bill works closely with each client to determine the most suitable investment strategy, with a primary emphasis on multi-generational planning.
Bill’s approach to working with his clients involves a thorough process aimed to fully understand specific details ranging from income and investments to estate planning needs before developing a personal financial plan. He sets realistic expectations and then guides and educates clients on their financial options through open, authentic, and honest lines of communication, all while keeping their short- and long-term goals in mind.
With more than 30 years of experience in the financial services industry, Bill brings a wealth of knowledge to our organization. He earned a bachelor’s degree in Accounting from Michigan State University and began his career as a Certified Public Accountant with Bailey Schmidt and Associates. Bill moved into an advisor role with Smith Barney and Merrill Lynch before coming to Raymond James in 2006 as a Financial Advisor.
I grew up in Michigan but have spent most of my life in Colorado. I love the outdoors, particularly the stunning landscapes and numerous activities available in this part of the country. When I’m not at work, you can often find me cycling, skiing, or hiking with Max, my beloved Black Lab. I’m very proud to have completed the 2022 Triple Bypass, a premier cycling charitable event in Colorado that consists of a 110-mile bike ride from Evergreen to Vail.
Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
