William M. “Bill” Pape, MSFS  / Director

Pape & Associates (Retired)

billpape@cox.net

Bill’s career in financial services began in the 1970s in life insurance, where he distinguished himself with major national sales and quality service awards.  During that time, he earned professional designations including Accredited Estate Planner, Chartered Life Underwriter, Registered Health Underwriter, and Chartered Financial Consultant.  He has been a member of the Society of Financial Service Professionals for over 30 years.  He specializes in business insurance, including funding buy-sell agreements, key person coverage, deferred compensation, and other business planning ideas incorporating both life insurance and disability insurance programs in addition to offering estate planning insurance programs and the implementation of business succession planning to select clients.

Since 1986, Bill owned and operated Commercial Mortgage Brokers, a commercial loan brokering company, working with life insurance companies, pension funds, and other national lenders.  In that capacity, held a commercial mortgage broker’s license, along with his agent’s life and health insurance license and a series seven securities license.  He served on the National Association of Mortgage Broker’s (NAMB) Board for 5 years, serving as Secretary to the Board of Directors, and Central Regional VP.

Bill received his BS in Education from the University of Missouri, and an MS in Financial Services from the American College.  In 1990, Bill earned the NAMB’s highest educational designation, the Certified Mortgage Consultant (CMC) Designation. He is a lifetime member of the Missouri Assoc. of Mortgage Professionals. A resident of Fountain Hills since 1998, Bill and his wife Gail volunteer their time in various leadership capacities.  They enjoy traveling internationally.

Bill Pape