Managing Partner
Bill has been working with tax-qualified plans since 2003, overseeing all aspects of plan administration to ensure accuracy, timeliness, and smooth operations. As the primary administrator, he also manages the organization’s overall operations, keeping processes on track and efficient.
Bill is an Accredited Pension Administrator (APA) through the National Institute of Pension Administrators (NIPA) and holds a Bachelor of Science in Accounting from Brigham Young University. Additionally, he is a licensed Certified Public Accountant (CPA).
Bill resides in Mesa, AZ, with his family.