Bill is a Louisville area native and currently resides in Clark County of Southern Indiana, near the river, golf courses, and great food. Bill earned a Bachelor of Science degree in Business Administration, with a Finance major from the University of Louisville. He has over 20 years of experience in investing and guiding clients as an investment advisor. Today he serves clients in Indiana, Kentucky, and several other states. Bill takes a holistic approach with his clients by examining their complete financial picture. He guides his clients on investments, retirement planning, financial planning, estate planning, business succession, charitable planning, and tax strategies. Before joining