Wealth Advisor -Mt. Juliet, TN Affilate

Bill is a Nashville transplant from Ohio, who started his financial career with a larger broker-dealer in 2018. After 5 years of learning the financial industry, Bill recognized that to best serve his clients, he needed a firm that will keep up with the ever-changing technology and trends of the industry- EPM is that firm. Bill said, ”I see joining EPM Financial as a major opportunity to become a master at my craft, dig deeper with clients, and develop more creative solutions to help people reach their financial goals.“ Coming from an athletic background- including being a Division One diver at the University of Cincinnati- Bill takes on a coach-like role in your financial journey. Bill says that his favorite part of his job is taking a very complex subject and breaking it down into simple steps so that anyone can understand, implement, and succeed in their financial lives.

Bill, his beautiful wife, Sarah, and their two dogs love hiking, skiing, paddle boarding, and anything to do with the outdoors! They love to travel to see family and friends throughout the country, and their favorite weekend of the year is when their families and friends all gather for the greatest music festival event of the year, BuxStock Music Festival!