President and CEO
Bill has been with Net Worth Strategies since 2000 and became CEO in January 2018. He is responsible for all business development activities as well as product management for StockOpter.com. His focus is to provide the industry's best equity compensation risk analysis and tax planning programs for financial advisors and their clients. Bill earned a BA in Economics from the University of Notre Dame and an MBA from the University of Southern California. Previous to coming to NWSI he spent over 25 years working in the technology and financial services industries.
Vice President of Operations
Kellye has been with Net Worth Strategies since 2001. She is responsible for all administrative and operational activities as well as product management for StockOpter Pro. Her main goal is to provide StockOpter users with highly responsive assistance. Kellye has spent over 20 years working in sales, customer support, operations and administrative roles.
Board of Advisors
Bill is the former President, CEO and Chairman of the Board of Net Worth Strategies, Inc. He founded Net Worth Strategies in 1999. Bill spent 26 years with the IBM Corporation serving in management positions in sales, marketing, product development and financial and strategic planning.