14567 N. Outer 40 Rd., Suite 520
Chesterfield, MO 63017
Bill is a Financial Planner with Cornerstone Wealth Management. He works diligently for clients to deliver suitable investment strategies that will bring them towards their financial goals.
Bill comes from a background in financial services as well as Business Administration. His background includes working for Merrill Lynch and Four Seasons Wealth Management before coming to Cornerstone.
A graduate of University of Kansas, Bill holds a bachelor’s degree in Business Administration with an emphasis in Information Technology. He has also received further education from the College for Financial Planning, which he has achieved the professional designation of Chartered Retirement Planning Counselor or CRPC®.
Bill also comes from a background of hard work and leadership of which he has received numerous awards. These roles include serving as an executive board member and Treasurer of the William S. Kallaos Family Foundation as well as serving as a board member for United Mitochondrial Disease Foundation (UMDF), an organization committed to research and education for the diagnosis, treatment and cure of mitochondrial disorders.
Bill also won the 2016 Five Star Wealth Manager Award and is a multi-year winner (2012-2016).*
The following are common services that Bill offers to his clients:
- Retirement Planning
- Estate Planning
- Education Planning
- Tax-Efficient Investing
- Investment Management
Bill provides financial services to individuals and families, as well as small businesses. Having an advisor on your side with the power of independence is a valuable relationship to have. The decision to coordinate your personal finances is an important one and the best time to begin is today. Bill and the professional staff at Cornerstone Wealth Management LLC are here to help you pursue your personal financial goals.
*Award based on 10 objective Criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2016 Five Star Wealth Managers.