As a wealth advisor, Bill works with families to gain a full understanding of their unique goals, needs and concerns, and then helps them create a customized financial plan designed to provide security and peace of mind. But underneath it all, there must be a foundation of trust, which Bill knows is a vital part of building relationships and helping clients realize financial freedom. By tailoring retirement, education and estate planning, investments, philanthropic giving, and tax strategies into a comprehensive wealth management experience, Bill works together with clients to keep them on the right track.
Prior to joining Buckingham Strategic Wealth, Bill managed Clarity Financial Planners. Until 2015, he was a partner at Mason Road Wealth Advisors, where he managed the firm for 10 years. He also spent more than three decades as a partner with BWTP CPAs, including 27 years as managing partner.
Bill received his bachelor’s degree in business administration from Washington University in St. Louis and his master’s degree in accountancy from the University of Missouri-Columbia.
Outside of work, Bill serves as a board member of Delta Dental of Missouri, a nonprofit founded to help promote oral health in our communities, as well as on the organization’s governance committee and as the head of its audit and finance committee. He also has had more than 50 articles published by the St. Louis Metropolitan Medical Society.
Born and raised in St. Louis, Bill has been married for more than four decades and has three grown sons and four grandchildren. A three-handicap golfer, he enjoys reading books on investing and retirement.