CFP® Senior Financial Advisor
As a senior financial advisor, Bill counsels clients on their financial plans, advises on their investment decisions and provides a concierge-level of personal service as their fiduciary.
Bill joined Kelman-Lazarov in 1995. In addition to his Certified Financial Planner® credential, Bill holds an undergraduate degree from Pennsylvania State University in Psychology and has passed the Series 7, 63 and 65 securities license exams.
Bill is married to Shannah Steinberg, PhD, a director with United Healthcare. They have a daughter, Nessa, a graduate of St. Mary’s Episcopal School in Memphis, who will soon complete her graduate studies at Johns Hopkins University Bloomberg School of Public Health and continue her research at the Harvard Medical School-affiliated Marcus Institute for Aging in Boston.
In his leisure, Bill enjoys daily distance walking. He is a huge Big Ten football fan. And he is a self-professed home theater audio/video enthusiast with a passion for classic films.Contact Bill