Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Social Security Retirement Benefits

Qualifications

  • RFC® Registered Financial Consultant
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S.B.A. - Finance, University of Florida, 1992

Previous experience

  • Chief Investment Officer & Owner - Cornerstone Financial Strategies, LPL, 2007 - 2018

Community participation

Tacoma Rotary #8

Interests

  • Bill is married to Jennifer L. Olive, PhD
  • Bill and Jennifer have three daughters: Lauren Teresa, Elena Sue and Clair Elise
  • Bill's family enjoys many outdoor activities, including skiing, hiking and biking