“I view financial planning as providing my clients a roadmap for the future. However, it is not something you create and hand over to them. I believe in walking that road with them, being a guide – helping make adjustments when the landscape changes.”
William specializes in working with families with young children. Choosing proper investments, saving for retirement, planning for college, changing jobs, assessing insurance, and teaching children about money are just some of the areas in which William provides guidance. By forming close relationships with his clients, William is often referred to their parents who are at or near retirement.
Originally from Tuscaloosa, William now lives in Vestavia Hills with his wife, Aubrey, and their three children, John Harris, Thomas, and Vivi. They are active members of Vestavia Hills United Methodist Church, where William leads a Sunday school class and serves on the Foundation Board. When he is not at work, William can usually be found coaching one of his children’s little league teams.