For over 25 years, Bill has passionately guided individuals and families toward their financial aspirations with customized and goals-based wealth management advice. As a CERTIFIED FINANCIAL PLANNER ™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Bill is committed to the highest standards of financial planning and possesses specialized knowledge in developing tailored retirement strategies. His client-centric approach emphasizes active listening, strategic planning, and empowering investor education to help ensure each client receives a customized strategy aligned with their unique goals and values.
Bill’s foundational understanding of the multifaceted world of wealth management stems from his Bachelor of Science in Finance with a minor in Economics from Penn State University at University Park, PA. This strong academic background, coupled with continuous professional development, reinforces his ability to provide insightful and effective financial guidance.
Beyond his professional dedication, Bill, his wife Noelle, and their three children are active member of the Pittsburgh community, particularly engaged with St. John Neumann Catholic Church. He finds personal fulfillment through his favorite pastime: cooking for family and friends.
