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 is that of freedom and security. Freedom is simply maximizing cash flow and Security is having peace of mind.

William is a member of the Warwick Valley Chamber of Commerce and the Warwick Valley Country Club, where he sits on the board as the Assistant Treasurer. He loves being a part of the outdoors going snowboarding, golfing, and biking. He also enjoys hikes with his golden retrievers, Charlie, and Tucker. He married the love of his life, Amanda in May of 2019. On October 20th, 2021, they welcomed their son Jackson into their family.

Education

• BBA Management, Marywood University

Licenses

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