Bill enjoys working with professionals, business owners and their families to pursue their goals of financial independence and freedom. He has been in the advisory and consulting industry since 1994, joining Starfox Financial, LLC in 2017. Bill was previously with Merrill Lynch for nearly 13 years as a Senior Financial Advisor and Wealth Management Advisor. A graduate of Kettering University in Michigan, he holds the following professional certifications:
- CERTIFIED FINANCIAL PLANNER™* (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc.
- Chartered Advisor in Philanthropy® (CAP®)
- Chartered Retirement Planning CounselorSM (CRPC®)
- Certified Divorce Financial Analyst® (CDFA®)
When Bill isn’t working, he enjoys spending time with his family and being involved with the community. As a Past President of the Rotary Club of The Woodlands, Bill serves on The Woodlands Rotary Foundation Board a 501(c)(3) nonprofit, is a Rotary Assistant District Governor, mentors small business owners as a volunteer with SCORE, and is active with his church. He 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. He enjoys making people laugh, sharing his fatherly humor and cracking jokes. Bill and his wife, Hayli, reside in The Woodlands, Texas with their two daughters and dog.