Designations and Licenses

Bill is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Bill works with clients to create comprehensive wealth plans to help them achieve their short- and long-term goals.

Prior to joining Mariner, he was a financial advisor for Cascadia Wealth Management. Before that, Bill worked at several different financial firms and helped develop and support financial planning software.

Bill holds a bachelor’s degree in finance and speech communication from Oregon State University. He is a member of the Financial Planning Association.

Personal Interests

Bill enjoys camping and coaching his kids’ sports teams. He is a former OSAA high school wresting referee.