Newsletter Sign Up
Bill joined LJI in 2022 with the merger of Denali Wealth Management Advisors, LLC, where he served as the Managing Director. Being a CPA/PFS and CFP® professional, he helps clients uncover and develop their goals, and then plan for accomplishing those goals as well as plan for income, estate, and gift taxes.
After growing up in Speedway, Indiana, Bill spent 12 years in the insurance industry, and graduated from Indiana University with a BS in Accounting in 1992. After graduating with his accounting degree, he entered public accounting and earned his CPA in 1993 specializing in income, estate, and gift taxation. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2003. Between 2006 and 2014, Bill served as the Director of Tax Services for BGBC Partners, LLP, a Certified Public Accounting and advisory firm in Indianapolis and retired as a Partner in 2019. Prior to joining BGBC, Bill was a Senior Manager with one of the nation’s 10 largest CPA firms.
He is a member of the American Institute of Certified Public Accountants, the Indiana CPA Society, the Financial Planning Association, the Indianapolis Estate Planning Council, and the Central Indiana Community Foundation’s Cornerstone Council.
Bill has been married to his wife Maureen for 40 years and has two grown daughters and three grandchildren. He enjoys spending time with his family and friends as well as traveling, boating, and being outdoors in his off time.