Professional Qualifications


Bill has worked in Business Administration and Healthcare Services industries since 1990.  He entered into the Financial Advisor Services in 2012.  His personal goal is to become a lifetime resource for each and every client.

Bill joined our Company in 2015 after finding a mutual company and senior advisor group that shared his core beliefs. 

Bill provides businesses and families a custom professional approach to create purpose and meaning in their financial security.   

Bill rapidly transformed failing organizations into highly successful profit centers.  As a Financial Analyst with OrthoLink Physicians Corp, he assisted a Mid-Cap company to go public in 2001.  He greatly enhanced seven large orthopedic practices throughout the United States.  He brought two separate multi-specialty surgery centers from financial dysfunction to exceed $1.0 Million in net income.

Education and Affiliations

Bill obtained his degree in Biology from Hampden-Sydney College, Hampden-Sydney, VA.


Bill is a Registered Representative of Hornor, Townsend & Kent, Inc. with FINRA Series 6, 63, and 65 giving him access to many solutions for his clients' needs.  He is Life & Health licensed and securities registered in Arkansas, Florida, Maryland, New York, North Carolina, Pennsylvania, and Virginia.


Bill grew up in Roanoke, Virginia and has 25 years with the United States Army, of which, he served 8 years of active duty in Kansas, Italy, and Germany and has 3 deployments.  Bill returned to Virginia in 2004 and has enjoyed raising his family in Hanover County.  He is an active member of his local church and enjoys competitive golf, deep sea fishing, and most outdoor family activities.