Bill has over 30 years of experience in the financial industry and has been providing trusted, investment advice to individuals and families since 1998. He is committed to helping clients understand complex issues and takes a personal interest in understanding your needs, wants and goals. Bill holds Series 6, 7, 24 and 63 securities registrations with LPL Financial, in addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner. Bill has lived in Columbia, SC, since 1989, enjoys golf, boating and reading. He and his wife Karen have two children; Savannah and William.