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He earned a B.S. from the University
of Oregon in 1979, as well as being an Academic
All-American for the U of O football team. He
has specialized in tax and retirement planning
for over 27 years. Bill's longevity and success
could be attributed to the extensive ongoing service
and reviews he conducts. Bill was a past board
member of McKenzie State Bank. He is married with
two children.
Qualifications:
- NASD Series 51, 6 and 63 licenses:
Mutual Funds, Fixed and Variable Annuities,
Money Market Accounts and Life Insurance including
Variable Life, 529 Plans, 63,24 and 7 liscences/ mutual funds,Stocks
- Certified Instructor for Oregon
Insurance Department Continuing Education Classes
- Servicing over 1,300 active clients
Email: bhoffman@nwrs.com |