Bill began his financial services career in 1986. He joined the RWS team in 2017.
He currently holds FINRA Series 7, 63, 65, and 24 securities licenses and life/health and variable annuity insurance licenses.
Bill specializes in retirement planning for employees working in Health Systems, Universities, and K-12 schools. Bill also focuses on individuals seeking investment management and estate planning services.
Bill has been married for almost 30 years to his wife Beth, and has two sons, Michael and Joseph. In his spare time, he enjoys playing/watching sports, exercising, reading, gardening and cooking.