Teaching
and training are fundamentals of Bill’s professional and personal life, both as
a financial advisor and a coach.
After
receiving an undergraduate degree from La Salle University and a graduate
degree from Temple University, he returned to both colleges as an adjunct
professor.
While
working within the training and learning department with investment firm Janney
Montgomery Scott in Philadelphia, Bill realized the need for comprehensive,
fee-only financial planning and was encouraged by his manager to pursue an
advisory career – that was in 2010. And he has never looked back.
Bill
has since built his practice client-by-client, in financial planning roles for
both Apex Financial Advisors and Ameriprise Financial; he has consistently been
named Five Star Wealth Manager in 2020, 2021 and 2022. In 2023, Bill joined
Vericrest Private Wealth.
He
has completed the Financial Planning Program at The American College and holds
the CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst™, and
Accredited Portfolio Management Advisor™ designations, as well as the Series 65
Uniform Investment Advisor license.
Bill
is a former Executive Board Member of the Langhorne Athletic Association, where
he continues to coach baseball; he has been involved in the organization since
2008. He has also served on the board for the Newtown Rock Softball Association
where he coached softball for 7 years (2015-2022).
Currently,
Bill is an Executive Board Member for the Lower Bucks Chamber of Commerce and
the Going Beyond Assistance Program.
