Director of Client Success
Bill is a Director of Client Success at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 13 years of experience in the industry. Bill brings a wealth of experience and knowledge to his role as someone who’s helped thousands of clients reach their goals or protect what was most important to them.
Outside of the office Bill enjoys traveling with his wife, Annie, and his children Leo and Jane.
Education: Catholic University of America (BS)
“The goal isn’t more money. The goal is living life on your terms.” –Chris Brogan
Get to know Bill
Leo and Jane
What's the last book you read?
The Behavior Gap by Carl Richards.
Where's your favorite place in the world?
What's the best meal you've ever had?
The night my wife and I got engaged. I had the most fantastic dinner at Cafe Loren in Avalon, NJ
If you could visit anywhere in the world you've never been, where would you go?
I would go to see the Great Barrier Reef in Australia.