A graduate of Excelsior College with a Bachelor’s degree in Business Administration and Management, Bill holds Series 7 and Series 66 securities licenses plus life and health insurance licenses in South Carolina, Georgia, Tennessee, Kentucky, and Ohio.
Understanding that the biggest obstacle to financial security for most people is their own behavior, Bill serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. His thorough knowledge of military pay and benefits enables him to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP) and take full advantage of other benefits. Bill will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.
Active in his community, Bill is a member of Association of the United States Army Coastal South Carolina Chapter and the 32nd Cavalry and Armor Association.
Active in his community, Bill is affiliated with Air Force Sergeants Association and the Joint Base Charleston Chiefs Group.
First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.