Chief Investment Officer & Owner
Bill is a Registered Financial Consultant® and has worked professionally in the wealth-management and financial-planning arena for over 24 years. He has advised individual and institutional clients, regarding their investment portfolios, while Sr. Vice President with Eagle Asset Management and John Hancock Private Client Group. Prior to partnering with Cornerstone Financial Strategies, in 2007, Bill developed a financial-planning practice at Lincoln Financial Advisors, providing clients with guidance and creative-design ideas, in the key areas of investment management, retirement income planning, risk management, and estate and legacy planning. At cornerstone, Bill’s specialties include financial-plan design and eMoney 360 Pro integration; as well as investment-portfolio construction and monitoring.
Bill’s institutional experience provided him perspective on the broad range of practices in the financial-services industry and guided his belief in the benefits of an ensemble practice at Cornerstone Financial Strategies, a practice that could deliver the three components of a successful financial-planning experience for our clients: the creative-design ideas listed above, the coordination of a client’s team of key advisors and acting as a catalyst to get things done. Most importantly, Bill joins these roles with a dedication to a concierge, personal-service experience that has been the hallmark of Cornerstone Financial Strategies since its founding in 1999.
Bill graduated from the University of Florida with a B.S.B.A – Finance, in 1992. He is a member of Tacoma Rotary #8. He is married to Jennifer L. Olive, Ph.D. Bill and Jennifer have three daughters: Lauren Teresa, Elena Sue, and Claire Elise. Bill’s family enjoys the many outdoor activities available including skiing, hiking and biking.Contact Bill Meet More of Our Team