Bill is a fifth generation Coloradoan. Born in 1950 he attended school in a suburb north of Denver, then the University of Denver and the University of Colorado. He married his Junior High School sweetheart, Terri, has three grown sons and three grandchildren.
Bill joined Baron Investments Ltd. in 1985. Baron merged with Omnivest Financial Services, Inc. in 1990 and Bill was named President. The firm changed its name to Value Financial Advisers, Inc. on January 1, 2005.
Bill has been continuously employed by the adviser since 1985. He continues as President and is also the Chief Compliance Officer. He is a FINRA Registered Representative (Broker) with Broker Dealer Leigh Baldwin & Co., LLC, and has a Life, Health and Accident Insurance license.
Physically active all of his life, Bill grudgingly admits to slowing down. He plays pickleball most weeks and works out regularly. His spare time involves charitable work through church, some golf and playing guitar. Since reading Future Shock in 1969, Bill has been fascinated trying to figure out how the world will evolve and what tomorrow holds. This, he says, is part of why he finds the Investment Industry so intriguing.