With over fifty years of combined experience, Bill Robertson and Richard Truitt bring diverse backgrounds to assist clients. Bill, who has the Chartered Life Underwriter and Charter Financial Consultant designations in addition to the Certified Financial Planner® designation, is a founding board member of Kingdom Advisors, formerly Christian Financial Planners Network. He has taught classes at Texas Christian University and served on the board of directors of four corporations and the Board of Visitors of The College of Saint Thomas More. Bill is active in Crown Financial Ministries, been instrumental in Fort Worth’s Generous Giving Initiative, and recently helped found the North Texas Christian Foundation. Bill lives in Fort Worth with his wife of fifty years, Elizabeth. He has three grown sons.
Richard, who also has the Certified Financial Planner® designation, was the president of a financial services and real estate development company for ten years prior to joining William F. Robertson & Associates. He has an undergraduate degree from Texas A&M University and a M.B.A. from the University of Texas at Austin. He recently obtained the Enrolled Agent designation which gives him the authority to represent taxpayers before the IRS. Richard is active in his church and the local community with Crown. He resides in Aledo with his wife, Karen, and their three daughters.
Sandy Capani is instrumental in ensuring the office runs smoothly. Not only does she coordinate the various back office functions, she interacts with clients with various requests.