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Instructor Information


NameBio
William Perry

Bill has been serving clients as a Financial Advisor since 2004. He believes the best financial advice comes from a comprehensive understanding of his clients’ needs. He thoroughly enjoys working with people from all stages of life. When meeting with individuals and families, Bill finds it very fulfilling to guide them toward forming good financial habits and building a strong foundation for the future. However, many of Bill’s clients are preparing for or already living in retirement. He helps them utilize and manage their funds appropriately. This has been an appreciated segment of his business, bringing his clients great peace of mind.

Bill has been teaching classes on preparing for Retirement through Community Education since 2015. He is also a Level Two archery instructor and enjoys volunteering his time teaching archery to individuals through the adaptive sports program. He is actively involved as a leader at his church. Bill’s wife, Anna, is the owner of Gentle Wellness Strategies, LLC and together they have two daughters participating in the Spanish immersion program in the Sioux Falls School District. He is an avid reader, enjoying camping, hiking and cooking over an open flame.