Speakers

Bill has served the Rotary Club of Arlington Heights as president, vice president, treasurer and community service chair.  He currently serves on the club’s Foundation and Membership Committees as well as being on the Fun and Frolic Team.  In addition to his club activities, Bill has been an Assistant Governor and the District Annual Fund Chair for the past three years, a member of the District Visioning Team and he recently joined the District Finance and Foundation Committees. 

 

Bill is a CPA and holds a Master’s degree in Taxation.  He is the President and Owner of Wisdom Investments, a boutique, fee only, financial planning, investment management and tax firm.    Bill has also worked in Corporate America as a Tax and Finance professional and began his career as an Internal Revenue Agent.  Bill taught accounting and finance classes at Harper College and in the MBA program at Northern Illinois University for over 10 years.    He subsequently worked as a consultant for Harper College and the College of Lake County teaching insurance and finance classes at local companies. 

 

Bill is an active member of his church and leads two men’s groups, one which meets on Wednesday mornings and one which meets once per month on Saturday morning.  He has also served as a budget counselor at church as well as being a member of the Stewardship leadership team where his role was developing and leading classes for the constituents.  In the past he has served on other community boards however devotes all his current time to Church, Family and Rotary.

 

Bill will have been married to Betsy, who is also a Rotarian, for 40 years in 2020.  Betsy is a retired Human Resources executive, most recently with Paddock Publications.  Bill and Betsy met while working as auditors for the Internal Revenue Service, where they frequently smiled at one another, but not in front of taxpayers so as not to jeopardize their G-Man and G-Lady scowl (just kidding, most if not all IRS personnel are really nice people).   They have 2 children, Brian who is married to Stephanie and Emily, the prettiest single girl in the world and also a nursing student.   Both children live in the Chicago area.

 

Bill and Betsy are passionate about Rotary, the projects, the causes and the enthusiasm of the members.  They have been to Guatemala, Peru and Uganda on Rotary Service trips and those trips as well as the people they have traveled with and the natives they have met fires their enthusiasm for the needs around the world and the ways in which we as Rotarians can help meet those needs. 

 

Bill and Betsy are Paul Harris Fellows, members of the Paul Harris Society, Major Donors and members of the Bequest Society.