Bill earned his BSBA and Finance Track Certification in Financial Planning from University of Missouri – St. Louis. With Moneta since 2002, Bill applies his significant experience and expertise in helping business owners, executives, and physicians navigate their pursuit of financial independence. He also maintains a specialty in advising federal employees on the complexities of retirement from public service. In addition to the Finance Advisory Board, Bill also serves on UMSL’s Planned Giving Committee.
UMSL is the only public university in the region to carry dual AACSB accreditation for its business and accounting programs at the undergraduate and graduate levels.
