Bio

In 2004, Bill joined Oak Ridge Financial as Vice President of Investments, Private Client Services Group. Bill works with individuals, professional practices and small business owners. Initially, each new client receives a retirement plan analysis and portfolio performance review. Thereafter, Bill meets regularly with all his clients to review their current situation. Bill began his financial services career in 1986 working for Dean Witter. When not working, Bill and his wife, Kathy, spend time with family, friends and their Goldendoodles. Other interests include coaching youth sports and travel.