After beginning his professional career in the Business Administration and Healthcare Services industry in 1990, Bill found his true calling and became a Financial Advisor in 2012. Bill joined Navigon Financial Group in 2015 after finding a mutual company and senior advisor group that shared his core beliefs. His personal goal is to become a lifetime resource for each and every client. Bill does this by providing individuals, families, and businesses with a professional and customized strategy which creates purpose and meaning in their financial security.
Bill rapidly transformed failing organizations into highly successful profit centers. As a Financial Analyst with OrthoLink Physicians Corp, he assisted a Mid-Cap company to go public in 2001. He greatly enhanced seven large orthopedic practices throughout the United States. He brought two separate multi-specialty surgery centers from financial dysfunction to exceed $1.0 Million in net income.
Bill grew up in Roanoke, Virginia and joined the United States Army Reserves. He recently retired honorably after 26 years during which he served 11 years of active duty in Kansas, Italy, and Germany, and served on 3 deployments. Bill returned to Virginia with his wife, Nicole, in 2004 and has enjoyed raising his family in Hanover County. He is an active member of his local church and enjoys competitive golf, deep sea fishing, and most outdoor family activities.
Education and Affiliations
Bill obtained his degree in Biology from Hampden-Sydney College, Hampden-Sydney, VA, and is a Certified Financial Educator.
Bill is a Certified Financial Educator and a Registered Representative of Hornor, Townsend & Kent, Inc. with FINRA Series 6, 63, and 65 giving him access to many
solutions for his clients' needs. He is Life & Health licensed and securities registered in his home state of Virginia and non-resident states of Arkansas, Florida, Maryland, New York, North Carolina, Ohio, Pennsylvania, Texas, Tennessee and Washington.