Bill has been serving others through successful business ventures for over 30 years. After graduating Drexel University, Bill worked with individuals and businesses to reach their financial goals. Since 1997 he has been dedicated to the science and art of personal finance. He continues to study the changing financial markets, academic research, and innovative financial planning strategies. He maintains an independent financial planning practice and is the owner of several thriving businesses that are focused on continued trusted service. As a CERTIFIED FINANCIAL PLANNER™ certficant and holder of multiple licenses, Bill is an educator and consultant in the areas of business and financial literacy.
He lives in Westfield NJ with his wife, Holly, daughter, Brenna, and dogs. When Bill is not with his family, teaching, or working with others, he enjoys volunteering, athletic training, sports, theater, and learning about the arts.