Verified
With over three decades in the advisory and consulting industry, Bill enjoys helping professionals, businesses, and their families pursue their goals of financial independence and freedom. Prior to joining Wealth Enhancement in 2024, he worked with Starfox Financial for seven years. He was also with Merrill Lynch for nearly 13 years as a Senior Financial Advisor and Wealth Management Advisor before moving to Starfox Financial as a 100% fiduciary advisor and partner. He spent a decade in consulting with Arthur Andersen Business Consulting and KPMG Consulting. Bill is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Chartered Retirement Planning Counselor (CRPC®), a Chartered Advisor in Philanthropy® (CAP®) and earned his Bachelor's of Science in Managment Systems from Kettering University in Michigan. Apart from finance, Bill enjoys spending time with his family and being involved with the community. He has included working with the Rotary Club of The Woodlands, as both a past President and past Foundation Board member. He is also a volunteer with SCORE, mentoring small business owners, and is an active member within his church. Bill is a multiple Rotary Paul Harris Fellow, a recipient of the "Service Above Self" and "Roll of Fame" Award, a 2016 graduate of Leadership Montgomery County (LMC), and a past Board Chair of CASA Child Advocates. Bill enjoys making people laugh, sharing his fatherly humor, and cracking jokes. He and his wife, Hayli, reside in The Woodlands, Texas and have two daughters.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
TX
06/26/2024 - Present
Wealth Enhancement Advisory Services, LLC (THE WOODLANDS TX)
TX
08/13/2004 - 03/28/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE WOODLANDS TX)
BOTH
Issued 09/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/03/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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