In his position as a Producer at Falcon West, Bill focuses on understanding the business of his clients in order to establish a high level of trust. He thrives on quarterbacking the insurance process, designing a balance of coverage, risk retention, and competitive pricing so his clients feel confident they’re properly protected at fair market rates. When client policies are up for renewal, Bill consults with his clients on how their business may have changed and how best to amend coverage moving forward. It’s Bill goal to make the insurance buying process simple and easy to understand.
Prior to joining Falcon West, Bill held managerial positions at Fisher Investments, a premier money management company and Allscripts, a leader in healthcare / life sciences information technology. This experience helps Bill understand his clients’ requirements for protection from a higher-level perspective.
As a former rugby player for the United States National Team, Bill is a competitor and a team player. He loves to serve and is an active volunteer rugby coach at La Jolla High School and member of his local church. In addition, Bill is an avid fresh water fly fisherman.