Bill is a Lead Planner for Facet and a CERTIFIED FINANCIAL PLANNER™(CFP®) professional with over 15 years of experience, including 12 years of serving high net worth individuals and families. Bill is passionate about financial planning and feels that with personalized guidance people can overcome their financial challenges, achieve their long-term goals, and live the life they want. He has experience in education planning, retirement planning, estate planning, and income tax planning. Bill is involved with the financial literacy program through the Financial Planning Association of New Jersey and spends his free time with his wife and daughter.
Education: Mount St. Mary’s University (BS) College for Financial Planning (Masters in Personal Financial Planning)
"Find happiness by enjoying the journey, not by awaiting the destination" - Peter Sheppard Skaerved
Get to know Bill
On the water at a family wedding.
On our way to a Halloween party as the Wet Bandits.
Enjoying a Fall day on the Avon boardwalk.
What's the last book you read?
The last book I read was The Institute by Stephen King. I’m currently reading Decades & Decisions: Financial Planning at Any Age by Joseph Conroy. On deck is The Outsider (another one by Stephen King).
What was the best concert you ever attended?
Being a big fan of live, improvisational music the concert that sticks out the most is my first (and unfortunately my last) Grateful Dead show at Giants Stadium in August 1994.
Where's your favorite place in the world?
My family and I love to visit Wilmington, VT during the summer. There’s nothing like mountain air and swimming in fresh water lakes.
If you could visit anywhere in the world you've never been, where would you go?
I would love to visit Ireland and Scotland.