Vice President, Investments

Chartered Retirement Plans Specialist



 Bill has over 25 years of experience in working with corporate retirement plans.  His primary focus has been to improve outcomes for both plan sponsors and their plan participants.

In 2013, Bill was recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisers.”* Bill also has been recognized by Raymond James as a leader in retirement plan consulting by his position on the Retirement Plan Advisory Council (RPAC), a collective of financial advisors offering specialized experience and support for retirement plan sponsors.  RPAC is represented by less than 1% of all Raymond James advisors.

As an RPAC member, Bill and his team acknowledge a fiduciary standard of care with regards to investment recommendations and monitoring of plan investments.  Bill holds the designation of Accredited Investment Fiduciary (AIF)®, as well as Chartered Retirement Plans Specialist (CRPS)®.   Additionally, Bill is Series 7, 6, 24, 26, 63 and 65 Registered.  Bill is a member of Western Pension and Benefits Council (Boise Chapter) as well as the Plan Sponsor Council of America. Bill graduated from St. Lawrence University in Canton, NY.

Bill and his wife have been married for over 20 years and currently reside in Hailey, Idaho with their two young boys. Bill volunteers in the local community as a camp counselor at Camp Rainbow Gold and also is a youth alpine ski racing coach.




*The list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey wherein the advisers themselves provide various quantitative variables including qualified plan assets under advisement (AUA) as well as the number of plans under advisement. The survey also calls attention to those who have more than 20% of their practice focused on 403(b) plans, 457 plans, defined benefit (DB) plans or nonqualified plans.

Qualification standards include: Individuals with more than 100 plans or more than $1 billion in retirement plan AUA; small teams advising more than $2 billion in retirement plan assets or more than 100 plans; large teams with more than $3 billion in retirement plan AUA or more than 170 plans; and mega teams that oversee more than $5 billion in retirement plan AUA or more than 250 plan clients.