Experience and Education
Bill focuses on providing comprehensive financial advisory services to high net-worth individuals and their families. With over 30 years in the financial planning and investment management industry, Bill’s experience includes financial and estate planning, income tax compliance, cash flow management and contingency planning.
Prior to becoming director and senior wealth advisor for Mariner Wealth Advisors, Bill was a shareholder and principal of Patriot Wealth Management, Inc. Bill founded Lexington Financial Group in 2004 before he merged his firm with Patriot in 2007. Before the founding of Lexington, Bill was senior vice president and chairman of the investment committee for FCA Corp, as well as president and chief investment officer of Commonwealth Asset Management, the investment management subsidiary of FCA Corp.
Bill has a bachelor’s degree in accounting from the University of Texas and an MBA in finance from the University of Houston.