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Bill founded Aspen Investment Management Inc. in 1993 as an independent, fee-based Registered Investment Advisory firm and brings over 36 years of investment management experience to his work. He has been deeply involved in the local community, serving on the Board of Directors for numerous charitable organizations, including the Calvin College Board of Trustees, Calvin Alumni Association, and the YMCA – Grand Rapids (Downtown), among others.
• B.A. in Business Administration from Calvin College
• M.S. in Education from Indiana University
What do you like to do in your spare time?
I like to read—mostly history, but with an occasional spy or mystery book as well. My wife and I enjoy playing pickleball, although we’re still learning the game. And I enjoy riding my motorcycle around the country.
What’s one item on your bucket list?
A friend and I have ridden our motorcycles through all 50 U.S. states and every Canadian province (over six years) and are currently working toward touring the lower 48 states again to visit all 53 National Parks. We only have five left!
What is one interesting fact about yourself that most people don’t know?
That I have a sense of humor!
Favorite part of being a wealth advisor:
The satisfaction of knowing I’ve helped my clients prepare for and enjoy retirement—and providing them with a sense of calm during those inevitable periods of market volatility.
Best piece of financial advice you’ve ever received:
Invest regularly, focus on the long term, and minimize debt in your life.
