Bill collaborates with clients and advisors to navigate the complexities of estate planning needs to ensure their wishes are carried out effectively and efficiently. He then coordinates meetings with attorneys to facilitate those requests. He also coordinates the insurance application and placement process and assists with various other service tasks that clients ask for.

Bill enjoys being able to make a difference in other people’s lives by working with other Modern Wealth team members to check all the boxes for them when it comes to financial planning.

He also appreciates the work-life flexibility at Modern Wealth so that he gets the opportunity to spend ample time with his kids and all their activities. Bill loves spending time outdoors with family and friends—whether it be camping, boating, or working at the family farm.