Bill joined the Crux Wealth Advisors team in 2022 as a Financial Advisor in our Denver, CO office. In his role, Bill works closely with each client to determine the most suitable investment strategy, with a primary emphasis on multi-generational planning.

Bill’s approach to working with his clients involves a thorough process aimed to fully understand specific details ranging from income and investments to estate planning needs before developing a personal financial plan. He sets realistic expectations and then guides and educates clients on their financial options through open, authentic, and honest lines of communication, all while keeping their short- and long-term goals in mind.

With more than 30 years of experience in the financial services industry, Bill brings a wealth of knowledge to our organization. He earned a bachelor’s degree in Accounting from Michigan State University and began his career as a Certified Public Accountant with Bailey Schmidt and Associates. Bill moved into an advisor role with Smith Barney and Merrill Lynch before coming to Raymond James in 2006 as a Financial Advisor.