About Me
With nearly 40 years of investment industry experience, Bill emphasizes wealth management planning with a focus on portfolio construction and review. Building lasting relationships with clients and offering sound guidance to families is a key priority for him.
Bill earned a B.S.B.A. in Marketing Management from Florida Southern College. He holds Series 7 and 66 securities licenses as well as life, health, and variable insurance licenses (including long-term care and annuities).
Bill has been married to his wife, Kim, since 1983 – the same year they moved to Southwest Florida. They have raised four children and are now proud grandparents of 15 grandchildren. Outside the office, Bill and Kim enjoy traveling and being actively involved as members of McGregor Baptist Church since 1985.
About Me
Will began his investment industry career in 2013 and joined Stifel in 2021. He focuses on wealth management and assisting in the portfolio creation process. He earned a B.S. in Business Management from Liberty University and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including long-term care and annuities).
Will was born and raised in Southwest Florida and has been married to his beautiful wife, Jessica, since 2013. Together, they have two amazing daughters, Piper and Maren.
About Me
Robyn began her financial services career in 2000 and joined Stifel in 2022. Prior to joining Stifel, she worked in the IT Department and as a Registered Assistant at A.G. Edwards. She then became a Financial Advisor at Edward Jones in 2007.
Robyn attended Southwestern Illinois College.