Simplified Financial Advice.

Meet Bill


Bill looks at clients’ financial picture as a whole to best understand clients’ needs, wants and wishes. As our Senior Wealth Advisor, he actively communicates with clients to devise a gameplan that best suits them and their goals.

With fifteen years of experience as a financial advisor, Bill has vast experience in helping a range of clients, from people just starting out to family trusts designed to pass wealth on to future generations. Business owners appreciate his straightforward and all-encompassing approach and all his clients appreciate his active and frequent communication.

Outside of work, Bill stays active with hiking, skiing, mountain biking, hockey and boating. He enjoys long walks outside and just being outdoors.


Favorite food:

Steak & Potatoes

Best piece of financial advice received:

Pay yourself first – not as fun as it sounds, but it works

Favorite quote:

“Thus out of smaller beginnings greater things have been produced”

If you could meet anyone, past or present, it would be:

George Washington

Hidden talent:

Making people laugh

Favorite book:

The Great Gatsby

Favorite movie:


Favorite TV show:

Shark Tank

What motivates you:

Impacting others

Favorite holiday:


Something on your bucket list:

Ski the Alps from country to country for a month

Place you’d most like to visit:


Biggest accomplishment:

Starting a business while in college and employing 10 of my friends

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.