5350 S. Roslyn Street, Suite 310, Greenwood Village, CO 80111 | 303-740-8001 | firstname.lastname@example.org
Bill co-founded AUCTORIS, formerly known as Benefit Concepts of Colorado, Inc., in 1978 and serves clients in over 22 States. Bill serves privately held business owners, family businesses and farm and ranch families. He practices a values-based planning process with his clients. Bill uses a clearly stated set of principles and values from each client that then drives the planning process to a successful conclusion. He works to achieve tangible results in a cost effective manner. He often assumes the role of project coordinator to align the efforts of all professionals toward the client’s objectives.
Since 1986, AUCTORIS has been a member of the prestigious M Financial Group. M Financial Group is one of the nation’s leading financial service design and distribution companies. It was founded on the principle that “off-the-shelf” life insurance products often do not meet the needs of the high net worth and corporate markets. M Financial is the only group in the world to have accumulated mortality and persistency information of the high net worth market indicating far better experiences than the general population. They have worked closely with the nation’s most prestigious insurance carriers to bring the industry’s most innovative solutions for affluent, ultra-affluent, corporate executives, successful entrepreneurs and Fortune 1000 companies.
Bill is a member of the Aspen Family Business Group. They are a premier international resource for families in business and have more than a century of combined years of experience helping families. With his fellow members, Bill co-authored the book, “The Keys to Family Business Success.” The book lays out a series of problems unique to family businesses with examples of real situations faced by most family businesses. It explores practical solutions that families can use to ensure their family business can continue and be successful generation after generation.
In 2012, Bill became a Certified Advisor with the Institute for Preparing Heirs at Pepperdine University. The Institute was founded for the purpose of training, education and research on family dynamics and wealth transfer. Bill’s completion of the certification process demonstrates his commitment to the in-depth preparation of heirs for the receipt and management of assets in a manner to foster their development and lifetime goals. Not only does Bill prepare assets for heirs, he takes care to prepare heirs for assets.
Bill frequently speaks throughout the country on the topics of business succession, farm and ranch succession, preparation of heirs and exit planning. Some of his guest speaking contributions include: the Colorado Bar Association, The Forum for Ag Lending National Annual Meeting, North American Steel Alliance (NASA), Southern Methodist University (SMU), Baylor University, The Family Business Council at California State University at Fullerton, University of Denver, New Mexico Farm Credit Bureau, American Business Bank, Vistage, Construction Financial Management Association (CFMA), Alpine Bank as well as several private briefings for trusted advisors and their clients.
Bill graduated from Valdosta State University with a Bachelor’s of Science in mathematics and a minor in physics. After graduating from college, Bill entered the Air Force. He flew 130 missions over North and South Vietnam in the F-4 Phantom. He was credited with downing a MIG-17 over North Vietnam and the aircraft he flew is mounted at Langley Air Force Base, Virginia as part of a display of USAF combat aircraft. In 1978, Bill helped establish Benefit Concepts of Colorado, Inc., now doing business as AUCTORIS. He has pursued his professional education by completing his CLU® and ChFC® studies.
Bill and his wife Joy share time between their homes in Scottsdale, Arizona and Castle Pines, Colorado. They have two sons and Bill and Joy love spending time with their seven grandchildren. One son is a minster in the United Kingdom and the other is a producer in another M Financial Member Firm.
Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck