Get to know my dedicated team

We are always striving to meet and exceed the expectations of our clients. I hope you will feel confident contacting any member of my team with your questions, concerns or requests. They are dedicated to providing exceptional client service and will respond to your inquiry promptly.

Photo of Financial Advisor William Patrick Senif

William Patrick Senif

CLU®, ChFC®, CASL®, RICP®, MBA

Financial Advisor

Planning and achieving financial security is a journey that is best enjoyed with a competent and caring team by your side. We help you define what success looks like for you, understand what steps should be taken, and most importantly, help you to take those steps. It has been our pleasure to assist hundreds of families and businesses, and we look forward to hearing your story.