Words to Live By
Client Experience Professionals
Bill has dedicated his career to maximizing the probability of successful outcomes for his clients – focusing on the removal of unnecessary complexity, risks, and fees over his 20 years of investing and wealth services experiences. With a $1 million household minimum, each of Bill's clients receives a multi-expert team approach, including senior wealth planners and client experience professionals, with tailored investing and personalized wealth planning solutions.
Bill has a diverse multi-asset class investing background and has been responsible for the management of hedge funds and a mutual fund. The mutual fund business started by Bill was acquired by Fortress Investment Group (FIG), after which he served as a Managing Director at Fortress. Bill founded the independent RIA, WealthFactor, in 2017 – which was merged into Farther in 2022.
Bill resides in Lake Oswego, OR, with his wife, Nicole; three sons, Henry, Thayer, and Griffin; and Goldendoodle, Goldie. He enjoys traveling, spending time at the lake (Lake Oswego), and coaching youth sports.