Bill is a Principal, and Consultant for Innovest. He has more than 40 years of experience in financial services. Bill is responsible for Innovest’s expert witness services. His expertise and experience focuses on litigation involving fiduciary duties associated with trusts and estates, retirement plans, foundations and financial advisers. Bill was selected to be an Innovest Culture Leader. This select group leads a small employee team to help refine and solidify personal characteristics that successfully creates the Innovest stewardship culture. A Certified Public Accountant, Bill is a member of the American Institute of Certified Public Accountants and The Colorado Society of C