bill@capstoneinvest.com

Bill is a part of the advisor team at Capstone Investment and is a member of Capstone’s Investment Committee.  He received his undergraduate degree in engineering from the New Jersey Institute of Technology.   Bill and his wife Nina settled in Colorado Springs in 1994. Previously, Bill has worked in the remote visual and ultrasonic testing field as a technical sales engineer. In that field, Bill always sought to combine his technical knowledge with top-notch client service.        

He first became interested in financial planning for personal reasons. Shortly thereafter, he found the area to be of general interest to him.  Bill completed his MBA from the University of Colorado at Colorado Springs with an emphasis in finance. Bill holds the Series 66 security license and is also licensed for Life and Health insurance with the state of Colorado.  He will be spearheading Long Term Care Insurance for Capstone.

Bill is currently the President of the Southern Colorado Financial Planning Association.  A future goal for Bill is to become a Certified Financial Planner™.

His interests include Special Olympics and financial planning for families with Special Needs children.  Four kids (and four dogs) keep Bill and Nina very busy.  Hobbies include fishing, skiing and camping. Also look for Bill with his kids cheering at Colorado College hockey games.