
Bill is a Chartered Retirement Planning Counselor and Qualified Plan Financial Consultant with Prizm Wealth Management in Tempe, Arizona. Upon graduation from college, he served as a US Army officer for 7 ½ years before completing his MBA and entering the business world. Bill held numerous positions with Abbott Laboratories before moving to Rockwell Electronic Commerce as a Regional Manager. After the Electroic Commerce division was sold to a private Equity firm, Bill realized his desire to work in the financial service industry, which was put on hold after the 1987 stock market crash, which occurred just before Bill completed his MBA program. He has worked in the financial services industry for 10 years at Smith-Barney, Morgan Stanley and now at his own firm, Prizm Wealth Management.