The president and CEO of Net Worth Strategies, Bill has been with the firm since 2000 and became the CEO in January 2018. Net Worth Strategies provides professional equity compensation risk analysis and tax planning tools for financial advisors. Bill is responsible for all business and product development activities for their industry acclaimed “StockOpter.com” platform. His mission is to help advisors and their clients make timely, informed, profitable and tax efficient exercise/sell decisions. Bill earned a BA in Economics from the University of Notre Dame and an MBA from the University of Southern California. Before coming to Net Worth Strategies, Bill spent over 25 years working in the technology and financial-services industries.
Kellye has been with Net Worth Strategies since 2001. She is responsible for all administrative and operational activities at the firm. Her main focus is providing StockOpter users with highly responsive assistance. Kellye has spent over 30 years working in sales, customer support, operations and administrative roles.
Bill is a certified public accountant with more than 30 years of experience in tax law, financial planning and equity compensation tax planning. He has taught equity compensation planning seminars for hundreds of financial advisors nationwide and he is a requested speaker, contributing author, media source, and consultant. Bill provides technical guidance for StockOpter’s tax and cashflow modeling functionality and for helping advisors to use it effectively. In addition to his responsibilities at Net Worth Strategies, Bill is a Principal of Integrated Capital Planning, LLC which provides planning and wealth management services.
Board of Advisors
Bill is the former CEO and Chairman of the Board of Net Worth Strategies, Inc. He founded Net Worth Strategies in 1999. Bill spent 26 years with the IBM Corporation serving in management positions in sales, marketing, product development and financial / strategic planning.