Bill is a 25-year industry veteran who co-founded Auric Capital Partners in 2022. With a focus on serving clients with the personal attention they deserve, Bill excels at relationship management and business development. Previously he had worked at Merrill Lynch Wealth Management since 1997 as a Financial Advisor and eventual co-team leader for McKelvy Schellenberg & Associates along with Luke McKelvy. He began his career as a compliance officer at Coastline Financial.
A Texas native, Bill earned a B.S. in Business Administration and graduated with honors from the University of Texas at Austin.
He and his wife, Zoe, are proud parents of their son and daughter, who Bill tirelessly coached for many years in soccer, basketball and baseball.
Bill supports several charities throughout the year and volunteers on the Board of Directors at Mission Viejo Country Club.
Bill enjoys playing golf, traveling, and spending time with his family.