Vice President of Financial Services
As Vice President of Financial Services, Bill oversees all life insurance, disability, long term care, estate planning, exit planning, and executive compensation strategies. Bill entered the insurance business in 1980 and has held multiple senior leadership roles including Branch Manager, Regional Vice President and Field Vice President for industry leading insurance organizations. In addition, he led the Corporate Owned Life Insurance (COLI) department for one of the largest insurance companies in the country. During his time in these high level positions, he developed a strong background in COLI, estate planning, and wealth accumulation strategies for executives, high net worth clients & closely held corporations.
Bill is a member of AALU, NAIFA, and SFSP. He earned his CLU designation in 1995 from the American College. Bill holds Series 7, Series 65, and Series 24 Registrations. He and his wife Nancy have a son Angus and live in Leawood, KS. Bill joined the McInnes Group team in 2015.
For additional concepts, here is our Estate Planning & Wealth/Executive Benefits Portal.
CA Insurance License 0B58626, AR Insurance License 239912