Bill has been in the financial services industry for nearly two and half decades and brings both a wealth of experience and knowledge – with 20 years of executive-level experience, as an “advisor to the advisors” and by serving as vice president for companies such as Oppenheimer, Invesco, and John Hancock. With his vast background and ability to see a 360° view of your financial situation, he’s able to answer two main questions: “Will you make it?” and "Do you have any blind spots?”
WHAT MAKES HIM KNOWLEDGEABLE:
Bill earned his CERTIFIED FINANCIAL PLANNER™ designation in 2017. CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together and act as a valued professional when providing advice to a client. Additionally, he graduated with a bachelor's degree in 1993 and holds a Chartered Retirement Planning CounselorSM designation. Bill is often asked to publicly speak as a subject matter expert, having given over 400 public presentations on the markets, economy, and financial planning topics.
GETTING TO KNOW HIM:
Bill has been married to his wife, Lisa, for over 26 years and they have three children together. In his spare time, he enjoys boating on the lake with his kids, playing with his local golf team, and restoring classic cars. As a self-proclaimed pizza enthusiast, he’s on a mission to try as many pizza shops as possible.