Order 
Our Qualifications
EDUCATION
Bachelor of Science (Math) - Manhatttan College
Master of Business Administration (Finance) - Virginia Tech
Certified Financial Planner™ Practitioner
Bill holds a security licenses in the State of Utah and insurance licenses in Utah and California.
MEMBER
Park City Toastmasters
Community Wireless Board of Trustees (Past Chair) - KPCW Radio
Hidden Cove Home Owners Board
Financial Planning Association of Utah (Past President & Past Chair)
Matson Money Wolfpack
HOBBIES
Skiing, Golf, Reading, Sampling Fine Wine
Bill is the Managing Member of Mullennium Finance LLC, a Utah Registered Investment Advisory firm. His focus is Fee Only Investing Matching Portfolios that Mirror a clients Risk Tolerance and Time Horizon.
Contact Bill at 435-655-0508 or by email.
The information contained in this article is not intended to (and cannot) be used by anyone to avoid IRS penalties. This article supports the promotion and marketing of securities. You should seek advice based on your particular circumstances from an independent tax advisor.
Bill holds security licenses in the States of Utah, California, Viginia and Wisconsin.