Bill believes families deserve to feel secure and empowered in their financial lives. He is dedicated to facilitating both immediate confidence and long-term generational wealth outcomes. He is motivated by the meaningful impact of helping clients establish solid financial foundations for themselves and future generations.
With over 25 years of experience, Bill provides wealth management and retirement planning services tailored to each client's distinct financial objectives. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Bill adheres to the highest standards of the financial planning profession and brings expertise in retirement strategy development. His approach prioritizes understanding client needs, developing strategic plans, and delivering evidence-based financial guidance to ensure each strategy aligns with clients' goals and values.
Bill holds a Bachelor of Science in Finance with a minor in Economics from Penn State University. His formal education, combined with ongoing professional development, enables him to deliver sophisticated financial guidance across complex wealth management matters.
Bill resides in Pittsburgh with his wife Noelle and three children, where they are active in their local community and parish. He is an accomplished cook and enjoys entertaining family and friends.
