William’s career in financial services began with CFS in 2012. He saw an opportunity to help people make better financial decisions to positively impact their lives. Primarily working with medical professionals, his business is that of Freedom and Security. Freedom is the distance from compromise because of the abundance of money and the opportunity to enjoy it. Security is protecting everything that allows his clients to be free and make them happy.
The process that William takes his clients through educates them on the abundance of financial information in the world today. Together, he works with his clients to implement strategies that lead to the Confidence, Success, and Wealth they desire. William receives the greatest amount of satisfaction when he hears his clients say, “thank you.”
William is a member of the Warwick Valley Chamber of Commerce, Warwick Valley Country Club, and he sits on the board as the Assistant Treasurer. He loves being part of the outdoors going snowboarding, golfing, biking, and playing lacrosse. He also enjoys hikes with his golden retriever, Charlie, and is looking forward to marrying his love, Amanda, in 2019.
- BBA Management, Marywood University
- Life & Health
- Series 7, 66
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian