RITA Board Member
Bill is a recognized expert in the self-directed retirement industry and regularly lends his 20+ years as a Certified Public Accountant, forensic accounting experience, and comprehensive understanding of IRA investing to audiences across the U.S. In addition, Bill teaches classes on Health Savings Accounts (HSAs) and IRA law. Bill has been the CEO of New Direction since its founding in 2003. Together with co-Founder and President Catherine Wynne, they have grown New Direction to over $2.5 Billion in assets and 30,000 account holders. Bill earned his undergraduate degree in accounting and computer science from the University of North Carolina, Chapel Hill, as well as masters work in Finance and Economics from the University of Colorado, Boulder.