Bill is a Wealth Management Advisor with five decades of experience in the financial industry. Working with some of the most prestigious firms on the globe such as Smith Barney, E.F. Hutton, Merrill Lynch, and Piper Jaffray to name a few, Bill honed his financial services skills and was recognized multiple times through both industry and firm recognition. He was also selected numerous times to lead the offices he associated with in either as sales manager or director of the office.
Bill joins Cadent Capital to partner with Todd E. Taylor, CFP® to bring his clients the independent and objective advice a fiduciary investment advisory firm provides. Together they will work on asset solutions and the financial planning needs of the clients to ensure they progress toward personal goals and objectives.Bill was born in Joplin, MO and graduated from The University of Tulsa. He and his wife, Linda, live in Tulsa and enjoy spending time with their six adult children and twelve grandchildren. Bill loves to golf, fly fish and bike in his free time.