Professional
Bill began his career with Northwestern Mutual in 1965 after graduating from Washington State University. He spent 23 years of his career as the managing partner for a Northwestern Mutual Financial Network office in New Mexico. Bill has Chartered Life Underwriting (CLU) and Chartered Financial Consultant (ChFC) designations from the American College. He also has a Masters of Science in Financial Servcices(MSFS) and is an Accredited Estate Planner (AEP).
Today, Bill has a specialized practice providing financial guidance for successful business owners, executives and professionals. His mission is for his clients to feel confident and secure that they have addressed the most important financial goals in their lives. Bill focuses on helping clients eliminate obstacles to allow for wealth accumulation and preservation.
Associations and Memberships
- Member, Association of Advanced Life Underwriters
- Member and Past President of the New Mexico Estate Planning Council
- Member, Society of Financial Service Professionals
- Member, National Association of Insurance and Financial Advisors
|
|
