Bill is a CERTIFIED FINANCIAL PLANNER™ professional who works with individuals, families and the owners of closely-held and family owned companies to help them address their key areas of concern and questions pertaining to their personal and business financial planning. With more than twenty-two years of experience in financial services, Bill specializes in simplifying complex ideas and presenting them in a clear and concise manner.
With regard to business owners specifically, Bill works with them to address the risks and opportunities associated with their companies as part of their overall personal financial and estate planning. As a business owner and having managed a family business with more than 100 employees, Bill understands the needs and concerns of business owners.
As a former credit analyst, Bill has analyzed more than 100 companies from a strategic, operational and financial perspective. This experience enables him to know the right questions to ask, the risks to be concerned about and how to design the appropriate strategies for each of his client's unique set of circumstances.
Bill earned his MBA and BSBA in finance from Boston University and his CERTIFIED FINANCIAL PLANNER™ certification and Chartered Life Underwriter designation from The American College. He also writes a financial planning column for The Middleboro Gazette.
In his free time, Bill enjoys spending time with his wife, son and daughter. This year, he will participate in his eleventh consecutive Pan-Mass Challenge – a two-day, 192 mile bike-a-thon – to raise money for the Dana Farber Cancer Institute (DFCI). In addition, Bill is the Coordinator of the Cranberry Country PMC Kids Ride which also raises money for the DFCI.