Bill has spent his entire 30 year career in the wealth management and investment consulting industry. While he covers multiple areas of a client's financial situation, he does like to place special emphasis on the Fixed Income aspect of a portfolio. Bill started his career at Oppenheimer & Co in 1991 specializing in assisting retail clients meeting their financial goals. After spending some time in the institutional fixed income market, focusing on mid sized banks and insurance companies, he returned to Oppenheimer in 1995. In 1998, he joined Merrill Lynch and spent ten years with them before moving to Wells Fargo Advisors in the winter of 2008. Bill's mission with each client is to help them achieve the financial goals they've set forth within their specified risk tolerance. He uses the Envision planning process to help clients quantify these goals and risk needed to achieve the desired results. Bill and his wife Nicole live in Sugar Land, Texas along with their two sons, Kendall and Kannon. They are active in community organizations such as Child Advocates of Ft. Bend County, Lunches of Love, and Sugar Creek Baptist Church. Please contact me by email or by phone 281-340-8800. This information is intended for use by residents of AL, CA, CO, FL, IL, LA, MS, NC, NM, SC, TN, TX, and WA only. Insurance licensed in the following states: CO, IL, LA, MA, TX, VA, WV /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on