5299 DTC Boulevard, Suite 1101, Greenwood Village, CO 80111 | 303-740-8001 | email@example.com
Bill serves as a Wealth Preservation Advisor for AUCTORIS. He has applied his financial planning and analysis skills to an affluent clientele consisting primarily of business owners, professional, and near-retirees. He is a recognized leader in providing financial and estate planning services and has built a reputation for helping his clients grow, preserve, and transition family wealth.
Having grown up in a multi- generational family business, he saw the need for business succession planning within the family business. Bill believes that private capital is better utilized by business owners, charities, and society in general than allowing this capital to by default pass to the government in the form of taxes.
Bill earned his Bachelor of Arts degree in Business Administration from Wittenberg University in Springfield, Ohio. He completed a Master’s degree in International Management at Thunderbird School of Global Management in Phoenix, Arizona. These international studies launched his global career path that included international banking experience and variety of management roles with two leading information technology companies that were expanding in Asia, Europe and Latin America.
Prior to joining AUCTORIS, Bill designed and implemented retirement planning strategies for affluent clients. He earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania and was one of the select financial professionals nationwide at AXA Advisors to complete this retirement planning education program. Bill completed an advanced learning curriculum focused on Wealth Management Strategies at Harvard University.
Bill is actively involved with his Rotary Club where he serves as Treasurer of the foundation and Chair of the International Service Committee. He is also active with his Thunderbird Alumni Association and with the Denver Business Series for the top Business Schools in the world. He, his wife and two boys reside in the Denver area, and he enjoys spending time in the mountains cross-country skiing, snowmobiling, fishing, as well as exploring the world through travel.
Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck