Bill has built his practice on the basic beliefs of respect for the individual and customer service. By implementing and exercising this philosophy, he works toward providing his clients with suitable solutions to aid them in achieving their goals.

Professional Background
Bill has worked in the financial services industry since 1986. After a successful career with Western Publishing and IBM, he established himself as a financial advisor working with businesses and individuals. His initial entrée into the field was in the 403(b) market for schools, hospitals and religious retirement communities. He further expanded his practice by marketing 401(k) and SIMPLE IRA retirement plans to for-profit organizations. He continues to work with many of these individuals when they separate from employment, preparing them for the retirement phase of their lives.

Personal
Bill is a graduate of The University of Rhode Island, College of Business, and earned a BS in Business Administration. He has also earned the Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist professional designations. Bill enjoys exercise and bicycling as well as running, raising money for charitable causes. He spends his time off, with friends at the beach and enjoys reading, skiing and trap shooting.