Personal

Bill lives in Savannah, GA with his wife and 2 children. Prior to Savannah, he lived in Ridgewood, NJ for 11 years, coaching youth soccer for his son and daughter in the Maroons Soccer Club. He spent 6 years in London before that, where he attended London Business School's Sloan Fellowship program. He enjoys many outdoor activities, including golf, pickleball, cycling and skiing. Bill is also a qualified sommelier and loves to travel.

Lending a hand in my community.

Chatham Fire

In 2020, Bill joined Chatham Emergency Services as a volunteer Fireman. Given that his grandfather was a 20+ year veteran of NYC fire dept., Bill has thought about becoming a Firefighter for a long time. He is a state certified firefighter to serve Skidaway Island and the surrounding communities.

Chatham Emergency Services

Volunteer Fire VEIS, Chatham Fire, Firefighter

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Xcel Strategies Inc

Bill supports Xcel Strategies, whose mission is to fuel young people with purpose. They mentor young men 15-25 and provide life skill, job skills and people skills.

Visit their website

Xcel Strategies Logo

Professional Designations

Bill believes in being a student of the market and financial planning. He's a lifelong learner and developing his knowledge base is a core value. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2013, Chartered Life Underwriter in 2018, Retirement Income Certified Professional in 2020, holds a CLTC designation for Long Term Care Planning and has a MSc. from London Business School's Sloan Fellowship. Bill holds the series 7, 6, and 63 licenses as well as Life and Health licenses in multiple states across the country.

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
    • The CFP® certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.
  • Retirement Income Certified Professional (RICP®)
    • An RICP® designee is trained to understand how to structure effective retirement income plans, how to mitigate risks to the plan, manage the impact of taxes, and how to create a sustainable stream of income to last throughout a client’s retirement years.
  • Chartered Life Underwriter (CLU®)
    • Launched in 1927, the CLU® is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire o provide their clients with the security of life insurance and risk management.
  • Certified in Long Term Care (CLTC)
    • The CLTC designation is one of the most extensive educations available for financial professionals in the field of long-term care insurance. Graduates of the CLTC designation program from the Corporation for Long-Term Care Certification, Inc. have completed a multidisciplinary curriculum with a detailed concentration on essential information involved in the sale of long-term care insurance.

Here are my areas of expertise

Retirement Planning & Income Strategies

Investment Planning & Strategies

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Education Planning & Funding

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline