General Info

Bill has undertaken extensive education in financial planning and investments, culminating with his achieving the CFP certification in 2012 and then his ChFEBCSM in 2019. Bill is a CERTIFIED FINANCIAL PLANNER™ professional and has been serving clients' investment, insurance, and financial planning needs since 1995. He focuses on helping high net worth individuals and families with comprehensive investment, insurance and estate planning strategies. Additionally, he has over 20 years' experience in working with civil service and government contract employees to plan for both before and during retirement.