About Bill G. Stapp
Bill and his team focus on wealth management for closely-held businesses and their constitue
A life-long Kansas Citian, Bill attended the University of Kansas for both undergraduate studies and law school, where he was a Rice Scholar. Bill was licensed to practice law in Kansas, Missouri, and Nevada. After practicing law for five years, Bill joined TFB, where his thirst for knowledge continues.
While Bill enjoys the never-ending quest for the most beneficial wealth management strategies, he considers helping clients manage the emotional side of investing his most important role. The perfect strategy isn’t perfect if it’s not a comfortable fit for the client.
It’s equally important that we enjoy the fruits of our sacrifice. One of Bill’s favorite discussions with clients is how they are spending their hard-earned savings: “Tell me about what your next trip is going to be?” or “What charity would you like to benefit?”
Bill holds the Series 7, 6, 63, and 65 securities registrations with Ameritas Investment Company, LLC allowing him to provide a wide range of strategies for his clients.
Family comes first for Bill and his wife, Sarah. Will, Danny, and Natalie participated in hundreds of baseball, basketball, football, soccer, and lacrosse games and numerous dance recitals. After logging more than a dozen years as a youth coach, Bill has become a dance dad.
Bill served on the Highlawn Montessori School board of directors including Treasurer and President and Sarah has served on the boards of over a dozen different organizations.
On weekends you can find Bill golfing with buddies, at the lake with family, or barbecuing while listening to music. Wine might be involved too. Other than Kansas City, Paris is his favorite city.
Education
Juris Doctor - University of Kansas School of Law
Certifications & Licenses
Series 6, 7, 63 and 65