Partner / Financial Consultant
Bill has extensive experience in the financial services industry first obtaining his registration in 1984. Starting his career in Paradise, he soon moved to Sacramento to manage a brokerage office. Upon his return to Chico in 1988 he helped establish Asset Management Group of Chico.
Bill’s wealth management practice consists of clients with varying needs and goals. He works with individuals, trust, estates, foundations, and rollovers.
In addition to a wealth management practice he is the co-founder of (k)ornerstone 401k Services. (k)ornerstone is dedicated solely to the management of retirement plans for both for-profit corporations as well as non-profits and 403b, 457 and TSA accounts. He has been involved in the community by both serving and being active in organizations such as the Chico Rotary Club, Enloe Hospital, Butte Creek Country Club, the Chico Museum, and various youth sports organizations. Bill currently maintains Series 24, Series 7, and Series 63 registrations respectively.