Bill was a researcher, teacher, and non-profit manager, before entering the financial services industry. During his time as a non-profit manager, he spent many hours helping people manage their finances. This experience of empowering people to take control of their financial lives was what motivated him to become a financial advisor. It continues to motivate him today.
Bill is a graduate of both Penn State and the University of Montana. He has worked as a researcher – for Penn State, the University of Montana, and the US Fish and Wildlife Service – as well as a science teacher at two different private schools in North Carolina and Texas. For his graduate research accomplishments, Bill was elected into Sigma Xi, The Scientific Research Honor Society.
Bill graduated from New Hope-Solebury High School and he currently resides in York with his wife and two (of their three) children. He enjoys the outdoors, home remodeling projects, and jazz music. Bill is also passionate about motorcycling: in 2014, he became a certified instructor with the Pennsylvania Motorcycle Safety Program.
Bill holds FINRA Series 7 and 66 licenses, as well as his Pennsylvania Life, Accident, and Health Insurance license.