Bill has over 25 years of experience as a practicing CPA with national and local CPA firms before transitioning to the financial planning and investment business in 1999. His experience is dealing with complex tax and financial planning issues for both individuals and businesses.
Bill served two years in the Army where he was a parachutist with the 82nd Airborne Division. After his military service, he earned a bachelor's degree in accounting from the University of North Florida, where he graduated Summa Cum Laude in 1974. Bill obtained his CPA certificate in 1975 and his CERTIFIED FINANCIAL PLANNER™ certificate in 1999. In addition, Bill has participated in executive education programs at the University of Chicago Booth School of Business, MIT Sloan Executive Education Center, and the Yale School of Management Executive Education Program.
Bill is a member of the Florida Institute of CPAs (FICPA), The Financial Planners Association, and the Southside Rotary Club of Jacksonville. He has served as an instructor in continuing education for members of the FICPA, and has taught financial planning courses for Compass Ministries.