Bill has always seen financial planning as a calling. His problem solving acumen and his commitment to caring and excellent service have earned him a strong and loyal clientele. Bill’s greatest satisfaction comes from making a difference in the lives of his clients at the key transition points where they most need a trustworthy, competent and caring adviser.
Bill received his BS from Temple University and earned an MSFS from the American College in Bryn Mawr. He is a past chairman of the American Society of Financial Professional’s Ethical Guidance Committee and is a member of the Montgomery and Philadelphia County Estate Planning Councils and the Society of Financial Service Professionals. He holds security licenses 7, 24, 31, 63 and 65.
Bill and his wife Becky have two grown sons and live in Upper Gwynedd, PA. They enjoy cruises and international travel. He is an avid tennis player and enjoys public speaking. He is past treasurer and member of Toastmasters. He has lectured at a Pennsylvania Bar Institute and the Montgomery County Estate Planning Council on “Life Insurance Policy Illustrations”. He also enjoys his role as an elder at Grace Presbyterian Church in Jenkintown, PA.