William’s career in financial services began with CFS in 2013. He saw an opportunity to help people make better financial decisions to positively impact their lives. Primarily working with medical professionals, executives, and small business owners, his business has enabled him to generate positive value for his clients. Financial decision-making can be stressful, he recognizes this and works diligently to alleviate these stressors by educating them on strategies to create financial independence, accumulate wealth, and access wealth later on in life. Thus, giving them a sense of balance and financial stability throughout their careers and in retirement.

William is a member of the Warwick Valley Chamber of Commerce and the Warwick Valley Country Club. He loves being a part of the outdoors going snowboarding, golfing, and mountain biking. He also enjoys hikes with his golden retrievers, Charlie, and Tucker. He married the love of his life, Amanda in May of 2019.  In October 2021, they welcomed their son Jackson into their family.

Education

• BBA Management, Marywood University

Licenses

• Life, Accident & Health
• Series 7
• Series 66