Having worked in a variety of positions within financial services, Bill's your "go to" commercial lender, especially if you have questions about asset management or preparing for retirement. It's hard to imagine anyone being easier to work with - Bill's a down-to-earth straight talker who works hard to deliver for his clients. A graduate of the University of New Mexico, he also earned a Certificate of Financial Planning, Financial Planning and Services from Florida State University. He embodies the CSB mission of helping our clients, co-workers, and communities succeed, and if you're in the Carmel area, you should give him a call today.
