Director – Estate Planning
Bill, a native of Milwaukee, Wisconsin, graduated from Marquette University in 1968, attended the University of Wisconsin Law School and graduated from Salmon P. Chase Law School in 1973.
Bill began his career in the Trust Department of the Second National Bank of Hamilton in 1970 and rose to Sr. Vice President manager of the Trust Department and then to Sr. Vice President Retail Financial Services. Second National was acquired by First National Bank of Cincinnati and was Star Bank when Bill left to establish a Trust Department at Society Bank, now Key Bank in Hamilton and joined the southwest Ohio management team for the trust division. When Bill left Key to start his Registered investment advisory business, National Retirement Consultants, Inc in January, 1997 he was Midwest Sales Manager for the KeyBank Trust Division with responsibility for Trust offices in Ohio, Michigan and Indiana.
Since 1997, Bill has focused his attention on wealth management for his clients and their families. National Retirement Consultants has clients in over 25 states and Bill currently manages assets in excess of $210,000,000.
Bill and his staff provide individualized services for their clients, several of which are third generation relationships. Bill’s legal and tax expertise prove very helpful in providing a strong financial and estate planning experience for our clients in addition to investment management.
Bill and his wife Jackie enjoy Hilton Head with family and have recently sold their vacation rental homes and this past summer purchased and renovated a personal residence there. Their four children currently live in Northern Kentucky, Columbus, Ohio, Annandale, Virginia and Puesco, Chile.
In 1997 Bill and Jackie opened the Rossville Inn Bed and Breakfast in their pre-Civil War home in Hamilton. They still operate it although looking to sell.
Bill has been an active member of the community, currently serving on the boards of The Fitton Center, Pyramid Hill, Primary Health Solutions and Neighborhood Housing as well as serving on the Hamilton City Civil Service Commission and the investment committee of The Hamilton Community Foundation. Bill has served on the boards of numerous community organizations in leadership positions as well.