Our Qualifications

Bill is a graduate of Manhattan College and has a Master of Business Administration degree from Virginia Tech where he concentrated in Finance.  He is a CERTIFIED FINANCIAL PLANNER^TM practitioner working with clients to minimize their taxes while helping maximize their retirement potential.  Bill is a member of the Park City Toastmasters and has achieved the ATM Gold designation.

He is past presient of the Financial Planners Association of Utah and past Chairman of the Board of that organization.  He is presently a member of the Board of Utah Jump $tart -- the organization that promotes financial literacy to adolescences.

Bill holds Series 6, 7, 63 and 65 registrations and is an investment advisor representative.  What that means is that he can handle all your investment needs, whether they be individual stocks or bonds, mutual funds, annuities, separate accounts, REITs, limited partnerships and college savings plans.   Bill's approach to working with clients is to start with their goals and objectives.  He will tell you that it is not his intention to replace the trusted advisors that clients have established over the years, but rather to make sure that all the advisors' plans for the client are coordinated.

In order to keep up with all the changes in the financial arena, Bill takes courses that amount to the equivalent of a minimum of 20 hours of college credits each year.  He regularly attends 3-5 conferences each year so he is aware of the innovations in the industry. Bill has taken numerous income tax courses and thereby keeps up with the continuous changes in the IRS code.  In addition he has associated himself with a professional firm that specializes in tax matters.

Finally, Bill holds an insurance license and helps clients with their needs to cover the risks we all face.  This includes life, long term care and disability insurance.

 Bill has discovered how complex the IRS rules and regulations are, particularly in the area of IRAs and distribution of funds from those IRAs.  He has dedicated himself to work with clients so that their hard earned savings are used for their maximum benefit.

Bill owns Mullennium Finance LLC in Park City and is affiliated with Mountain Tax & Turnbury Mortgage in Park City.

Contact Bill at  435-655-0508

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.

 Securities and Advisory Services Offered Through Royal Alliance Associates, Inc., Member FINRA/SIPC

Bill holds security licenses in the States of Utah, California, Viginia and Wisconsin.