201 N. Illinois Street, Suite 700
Indianapolis, IN 46244-0998
Bill has more than 20 years of experience serving families and their businesses. He specializes in providing focused tax and financial advice. Bill’s experience includes developing strategies for reducing estate and income taxes, investment consulting, financial planning, business valuation and merger and acquisition transactions. In particular, Bill enjoys helping families develop long-term financial strategies, working through the multitude of issues that arise from a business sale and planning wealth transfer to the next generation.
He is a frequent speaker and writer on a variety of financial and taxation topics. In November 2008, Indiana Business named him one of “Indiana’s Super CPAs” in the estate planning and trust and the personal financial planning categories. In addition, he has served on boards of various civic and arts organizations.
He earned the CERTIFIED FINANCIAL PLANNER™ designation through postgraduate training in investments, insurance, retirement and estate planning.
Bill is a 1980 graduate of Indiana University, Bloomington, with a B.S. degree in accounting.