Bill has 30+ years of financial services experience with the last 20 spent in the Minneapolis/St. Paul, MN, area but also across the nation. He specializes in the areas of estate, wealth planning, charitable giving, business succession, and executive compensation planning for ultrahigh net worth families, business owners, and senior executives with estates from $5 million to $2 billion. For most of these clients, this involves working with their advisors to establish, fund and leverage multi-generational wealth strategies, frequently in tandem with philanthropic techniques.
Bill holds a Bachelor’s degree from Augsburg University in Minneapolis, MN. He also has a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from The American College of Financial Services. Certified Kingdom Advisor (CKA) from Kingdom Advisors. FINRA Series 7 & 63 licenses and Registered Representative of the Leaders Group, Inc. Member FINRA. Bill is also part of the Kingdom Advisors and the American College of Financial Services.
What drew Bill to the insurance industry was the satisfaction of truly helping people on a daily basis. His second choice would have been being a golf pro, but helping to improve someone’s golf handicap was not as motivational as he finds this industry.
Bill likes to live an active lifestyle and focus on his health, travel, golf, and many other outdoor activities. He and his lovely wife, Lisa, live in White Bear Lake, MN and enjoy their time with their three adult children and their families.