Bill is a founding principal and managing director of AIM Capital of Arizona, and has served a select group of clients as an advisor for over 20 years. He holds an undergraduate degree in economics from Whitman College, a master’s degree in business administration, and is a licensed Certified Financial Planner, (CFP®). He is the Chief Investment Strategist, and is a member of the investment council responsible for establishing investment policies and portfolio strategies, including market and economic analysis.
Prior to founding AIM Capital, Bill was the President and CEO of The Hill Investment Group, LLC. Prior to that, he spent over a decade managing investments for Charles Schwab & Co’s, where he managed over 250 million dollars for both families and foundations. He has extensive experience in analyzing financial models, reviewing scenarios and recommending strategies to individuals and families, to help them work toward their financial goals.
Bill was born and raised on a cattle ranch in the mountains of Idaho. He currently resides in Scottsdale, Arizona with his wife Julie, and their two golden retrievers, Lexi and Goose.