Background & Education
William joined Aptus after years serving as a Director of Sales, with a focus on developing and executing strategic plans to optimize earnings. With his client service–focused approach, William is excited to facilitate Aptus’ growth through the development and cultivation of corporate business partnerships by bringing his knowledge and background to work closely with advisors to fully maximize their operating profits.
William received his undergraduate degree from Wright State University, where he was a 4–year member of the men’s basketball program.
Outside the Office
William lives in Fairhope, AL with his wife, Jennifer, and three daughters, Gabrielle, Collins, and Ruby. William loves anything sports. The perfect weekend for William is sports on in the background, cigar, and bourbon in hand, and his Big Green Egg smoking his next masterpiece.
Why Aptus?
“I joined Aptus to continue to be a part of a company that was a trailblazer in moving the needle in the advisory sector. Through collaborative processes with our advisors, Aptus’ end goal is to educate and achieve financial independence for all clients.”