Bill is a familiar face to many of our clients, as he worked for Kelman-Lazarov from 1999 to 2006, rejoining our team in January 2014. Bill is instrumental in managing our firm's day-to-day operations. One area of responsibility is Information Technology, helping clients with online issues and with eDocument eSignatures, a new way to open accounts through the ease of a link in an email. Bill assists internally with IT in the office as well.
“I like helping people,” Bill says. “I enjoy working with the firm’s clients, or my internal clients – my coworkers. Helping people better understand how IT can help is rewarding to me.”
Bill received his Associates Degree in Information Technology from State Technical Institute.
He and his partner live in Denver, CO with their two dogs, Leo and Gracie. They enjoy traveling. The beach is a favorite destination – they’ve visited Hawaii, California, Florida, and both Carolina coasts. Many trips include family, as well as the foreign exchange students they have hosted over the years.