Since he no longer makes a living with his tennis racquet (former teaching pro, back in the day), Bill has combined that energy with his entrepreneurial business expertise to guide clients toward a “winning” retirement. Just like on a tennis court, that takes the right mix of strategy and tactics. Bill specializes in financial risk management (life, disability, and LTC insurance), tax-advantaged savings for retirement and comprehensive financial planning. Bill’s clients are individuals and business owners; professionals and corporate executives; and anyone working hard at building their future and legacies. Bill earned the Chartered Special Needs Consultant (ChSNC®) designation from the American College of Financial Services, so he could provide his clients with a special needs family member, with the highest level of financial planning for their unique needs.
Bill was born in New York City, graduated from Tufts University, and spent a number of years in retail management (Macy’s) and direct marketing (Avon Products), before leaving the corporate world to run the family business. He joined a NY based financial services firm in 2007, before he sold his snowblower and moved his growing financial planning practice to Atlanta in 2013. Bill and his wife of 45 years reside in Cumming, GA, and are proud that their three kids are “off of the payroll.” When not working with clients you can find Bill on a tennis court, where years ago he dreamed of making a living as a teaching pro.