Bill is an experienced financial advisor with over twenty-three years of experience in the financial services industry. He began his financial services career in 1991 with the Lutheran Brotherhood and quickly became a member of the prestigious Top Club. Additionally, Bill was recognized as a Life Member of MDRT, awarded Court of the Table (MDRT), National Sales Achievement Award, and National Quality Service Award. While with Legg Mason, he qualified for their highest honor, the Chairman’s Club, through Hartford Life.
In 2014, Bill and his business partner joined First Financial Group, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) to better serve the needs of their clients. Bill specializes in wealth and risk management, employee and retirement benefit structuring for small business, municipalities and government entities, and academic institutions. He serves clients at every stage of life and believes that as a financial advisor, it is his duty to help individuals, families, and business owners reach their financial goals.
Bill has been a featured speaker through The American College and throughout the country regarding various strategies and techniques related to the financial services industry both live classroom training and multi-media outlets within Philadelphia marketplace. He has been the host of Money Matters, a Comcast TV/Malvern Press Production, and a financial columnist for The Collegeville Way Newspaper.
Bill is a graduate of Temple University, earning his Bachelor’s degree in Business Administration in Marketing and Finance. He holds FINRA Series 6, 7, and 63 registrations.
Bill is as committed to the community as he is to his clients. He currently serves as a member of the President’s Council at Ursinus College and is a former Board Member for KenCrest Centers, Inc., an organization dedicated to supporting children and adults with special needs, and Laurel House, a comprehensive domestic violence agency serving individuals, families and communities. Bill is also a former basketball coach for Perkiomen Valley Youth Basketball (PVYB) and the United States Naval Academy Summer Basketball Camp.
Bill and his wife, Theresa, live in Collegeville, PA. They have two grown sons, Tyler and Corbin.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies