As an independent financial advisor and captain of the LFG ship, Bill has been affiliated with LPL Financial since 1990 – the largest independent broker-dealer in the nation*. Bill holds an MBA from University of Puget Sound as well as the following professional designations and affiliations:
- Member of Kingdom Advisors, a professional organization whose visions is "a wise financial standard", provides advocacy, training and community for financial professionals who are specialists in offering biblically wise advice**: completed comprehensive course of study in 2018 and continuing education annually since.
- Member of Ed Slott’s Master Elite IRA Advisor Group, a national organization of financial advisors with specialized training in the retirement planning industry***: continuous study from 2008 to the present.
- Center for Fiduciary Studies (Fi360), the international leader in prudent practices for financial advisors and other fiduciaries: completed advanced course of study in 2004 and rigorous continuing education annually since.
- National Institute of Certified Estate Planners: 2010 to the present, a continuing course of estate planning study and training.
His strong educational background and experience in the industry provide the foundation for his insights into retirement income planning, legal and estate planning, and investment and tax planning strategies.
Well known throughout the Seattle area, Bill is a frequent speaker and lecturer on retirement income & estate planning and investing & tax planning. His passion is to help people bring their retirement dreams to reality and provide understanding and comfort to complex situations. He believes that true wealth is all that money cannot buy and death cannot take away.
Bill and his wife Glenda are long-time residents of West Seattle. He is past-President of the Seattle Council, Navy League of the United States, whose mission is to support our nation’s Sea Services, Coast Guard, Marines, Merchant Marine and Navy. Bill continues to help youth through the Boy Scouts of America and is active with the Leadership Council of the National Federation of Independent Business (NFIB).
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
**Kingdom Advisors is not affiliated with nor endorsed by LPL Financial.
***Ed Slott's Master Elite IRA Advisor Group is not affiliated with nor endorsed by LPL Financial.