Whether explaining how Medicare enrollment periods work or identifying the best time to claim Social Security, William is committed to providing clear, actionable guidance. What William finds most rewarding is building trust with clients—especially those who are new to the planning process—and helping them feel secure and supported in their financial journey.

Born in El Paso, Texas, William spent his childhood there and in San Antonio before moving to Austin. Currently residing in Chicago, IL, William is actively involved in his community. He attends a non-denominational Christian church, where he volunteers with the youth there. He is deeply passionate about ensuring children have a positive role model. Outside of his professional life, William also enjoys playing tennis and pickleball, going to the gym, reading, walking his dog at the beach, making music, attending festivals, and exploring new restaurants in the city.