Bill has a wide range of experience in financial services from filling multiple roles throughout his career. Prior to joining Eternal Wealth Management, Bill was the founder and president of The Summit Group Inc., a third-party administrator providing tax work for qualified retirement plans.
With a client-first approach, Bill simplifies complex topics and creates clear, personalized strategies for retirement, investments, and long-term goals. Known for being approachable and trustworthy, Bill strives to make financial planning feel less overwhelming and more empowering.