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:
Casino
Favorite TV show:
Shark Tank
What motivates you:
Impacting others
Favorite holiday:
Thanksgiving
Something on your bucket list:
Ski the Alps from country to country for a month
Place you’d most like to visit:
Chile
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.
