Our Team

Bill Conroy is a seasoned financial advisor with a career spanning over four decades. A proud graduate of the University of Washington, Bill earned his Bachelor of Arts in Business Administration and has been dedicated to helping clients achieve their financial goals since 1984. In 1998, he further distinguished himself by receiving the prestigious Charter Life Underwriter (CLU) designation from the American College.

Residing in Edmonds, WA, Bill enjoys a fulfilling life with his spouse, Lori. Outside of his professional achievements, Bill is passionate about the great outdoors. He spends his free time saltwater fishing and waterfowl hunting, embracing the changing seasons and the beauty of the natural world.