Simplified Financial Advice.
As a Wealth Advisor, Bill pulls from his own unique life experiences and successes to provide customized wealth solutions that go far beyond standard advice. One of his focuses is on managing the personal wealth of medical professionals and the retirement plans of their practices. His ability to specialize in clients within the medical field largely stems from his intimate knowledge of the industry from his family’s business of Ambulatory Surgery Centers (ASCs) – a business that grew to include imaging centers and assisted care facilities and eventually expanded to building, developing, and managing physician-owned acute care hospitals.
Fueled by a family legacy of entrepreneurship and his own ventures, Bill also works with business owners to help them create benefits packages and financial stability for their companies. A natural entrepreneur, Bill began purchasing rental properties at the age of sixteen, acquiring four rental homes in Springfield, MO by the time he graduated high school. In college, those four properties grew into twelve. He now focuses on commercial properties and currently owns and invests in more than a dozen properties and projects throughout the Midwest.
Before graduating from the University of Missouri with a Bachelor of Science in Accountancy and minors in Economics and Statistics, Bill was hired by a nationwide investment firm to establish a local financial planning office. He later served as Regional Vice President with a major national investment firm before becoming a partner at Integrated Wealth in 2013. Bill is a licensed securities professional in more than 30 states.
Bill’s wife Tamara is also an entrepreneur and owns a successful interior design business. She has been featured on several HGTV shows as an interior designer/remodeler. She now has her own show, Bargain Mansions. Together, Bill and Tamara have transformed numerous homes throughout the greater Kansas City metro area.
Bill and Tamara are avid volunteers and quite active within the community. Together, they have helped raise more than a quarter of a million dollars for Big Brothers Big Sisters, Juvenile Diabetes Research Foundation, HALO Foundation and Ronald McDonald House. Both Bill and Tamara consider philanthropy to be at the heart of their purpose as they actively pursue opportunities to help their community.
Outside of work, Bill enjoys spending time with Tamara and their daughter and three sons. They all enjoy sports, skiing, traveling, and spending time together. Bill also enjoys staying busy with commercial real estate, golf, tennis, exercising, motorcycles and working on their ranch.
Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC, or CWM, LLC.