Bill is a New Jersey native but has called North Carolina home for over 36 years. He earned his bachelor’s degree in economics and is a CERTIFIED FINANCIAL PLANNER™ professional with over a decade of experience helping individuals.
Bill also earned his Accredited Investment Fiduciary® certificate (AIF®). The AIF® designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. AIF® certificate holders must implement prudent processes into their investment practices by always acting act in the best interest of their advisory clients. Fiduciaries set aside their own personal motives in favor of the client’s goals.
As a proud member and local Winston-Salem chapter president of the Society for Financial Awareness (SOFA), Bill donates his time in the community conducting no-cost workshops and seminars for individuals, companies, and organizations to help educate the public on financial awareness. For the past several years, Bill has taught non-credit continuing-education financial planning courses at local community colleges. He has also volunteered on the board of CareNet Counseling, where he served as Vice President. This community-based, non-profit organization is affiliated with Wake Forest Baptist Health and focuses on helping clients to restore and maintain their mental wellness.
Bill has been happily married for over 19 years and has three beautiful children and one grandchild. In his spare time, he enjoys spending time with his family, public speaking, golf, reading, and Notre Dame Football.