Bill has been in the financial industry since starting his firm in 1973. Since then, he has worked with clients to see them succeed and pass their wealth on to their children and grandchildren. He loved his career so much that he passed his love on to three of his four children, who joined him in the family business starting in 2007. Bill served in the Army and the service instilled in him a deep sense of discipline, integrity, and a service-oriented mindset – qualities that are essential in providing sound financial advice and guiding clients toward their financial goals.

Bill grew up in Bridgewater, NJ, then graduated from Gettysburg College in Gettysburg, PA. Florida offered better golfing opportunities than the Northeast, so he made the move. Of note, Bill was invited to compete in the 1970 Korean Open! Bill continues to enjoy golfing, as well as spending time with his wife and family, his dog Lexi, and his parrot, Bluechip.