Meet the Team

With a strong background in retirement and investment consulting, Bill has years of experience as a Financial Consultant and a Senior Retirement Consultant at local firms.

A lifelong resident of the region, Bill currently resides in Back Mountain, PA. He earned a bachelor’s in business administration in marketing from Loyola University Maryland in 2018 and graduated from Scranton Prep in 2014. He is a Certified Financial Planner (CFP®) practitioner and holds the Chartered Retirement Planning Counselor (CRPC^®) designation.

Outside of his professional life, Bill lives with his fiancée Sarah and their two Golden Retrievers, Lucky and Nittany. He enjoys spending time with family, beach trips, and hiking with their dogs at Francis Slocum and Ricketts Glen State Parks.