,CFP®, CPA
Bill has over two decades of experience specializing in comprehensive wealth management for both business owners and multigenerational families. His interest lies in crafting tailored solutions that address the unique challenges faced by entrepreneurs and complex family dynamics. For business owners, Bill offers a holistic approach that integrates personal and business financial planning, including strategies for succession, tax optimization, and risk management. For multigenerational families, he focuses on creating cohesive financial plans that preserve and grow wealth across generations, encompassing estate planning and tax-efficient wealth transfer strategies. Bill is dedicated to providing personalized guidance to help clients achieve their financial goals and create a stable future for their families.
Bill earned his bachelor’s degree in accounting from Georgia State University and his master’s in finance from Johns Hopkins. Bill is a Certified Public Accountant with extensive knowledge of federal income tax laws and Federal estate tax laws. He is also a CERTIFIED FINANCIAL PLANNER® practitioner.
He is an active member of several professional organizations.
What do you value most in your client relationships?
I value trust, communication, and understanding the most in client relationships. Trust is foundational because it allows both parties to feel secure and confident in sharing information and making decisions. Effective communication is crucial as it ensures that both the client’s needs and expectations are clearly understood and met. Lastly, understanding each client’s unique goals and challenges helps in providing tailored advice and building a lasting partnership. These elements help in creating a successful and mutually beneficial relationship.
How do you feel you help to create impact for clients?
As a CPA and CERTIFIED FINANCIAL PLANNER® professional, I believe my impact lies in providing comprehensive and personalized guidance that addresses not only the complexities of wealth management but also the unique needs of each family. By closely collaborating with my clients, I work to manage intricate financial challenges, helping to ensure that the decisions made support their broader life goals. My approach is rooted in a deep commitment to understanding each family’s individual circumstances, which allows me to offer specific advice and solutions. Ultimately, my role is to help alleviate the stress associated with financial planning, allowing my clients to focus more on enjoying life and less on the complexities of managing wealth.
What do you enjoy most about working at Modera?
I appreciate the team-oriented culture at Modera and the genuine camaraderie among colleagues. It’s fulfilling to work together every day, tackling client challenges and driving positive outcomes.
When you retire you’re going to…?
During my career I have been lucky enough to have the free time available to spend with my friends and my family. However, there were always times when other commitments from work would interfere with this. I would like to stay involved with the industry and continue to help others as I enter retirement, but my main goal is to be able to spend as much time with my friends and family enjoying life.
CERTIFIED FINANCIAL PLANNER®
Certified Public Accountant
John Hopkins University
M.S., finance
Georgia State University
B.B.A., accounting
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