IMG_8136CRwebCredentials

2013 H.D. Vest Advisor Keynote Speaking Contest Winner
CFA Charterholder, Chartered Financial Analyst, cfainstitute.org
CPA, Certified Public Accountant, aicpa.org
CFP®, CERTIFIED FINANCIAL PLANNERTMcfp.net

Education

Bachelors of Business Administration Degree in Accounting, Georgia Southwestern University
Associates of Business Administration Degree, Darton College

Professional Associations

CFA Institute, cfainstitute.org
American Institue of CPA’s, aicpa.org
Georgia Society of CPA’s, gscpa.org
Albany Area Chamber of Commerce, albanyga.com
Toastmasters Member

Civic

Rotary Club of Dougherty County, Past President 2015-2016, doughertyrotary.org
Past Board Member of Albany Area Chamber of Commerce, albanyga.com
Past President Lee County Sertoma Club
Past Board Member of The Anchorage of Albany, anchorageofalbany.org

Philosophy

Every investment has a tax consequence. Therefore, taxes and investments are integrated. The more investments a person owns, particularly retirement investments, the greater the magnitude of tax concerns. For many people this magnitude is greatest at retirement due to the tax rules related to retirement distributions.
For this reason, I’ve chosen to serve people who are facing important or complex retirement decisions.

Family and Personal

Bil is married to Heather Sadler and has three children, Macy, Cole, and Layne Marie.
Enjoys public speaking, woodworking, cooking, and reading.
Favorite college football team: Florida State Seminoles
Favorite vacation spot – “the beach”.