A 1973 graduate of Springfield College, Bill began his career as a physical education teacher and football and baseball coach at Don Bosco High School in Boston, MA. His love of sports and healthy competition made him a successful football and baseball coach and continues to be a part of his daily life.
Bill began selling life insurance in 1978, and earned his CFP® designation from the College of Financial Planning in Denver, CO in 1984. This designation allowed Bill to expand his services to include all aspects of financial planning. Focusing on small business owners, Bill began building a client base of companies and individuals looking for personal service and financial advice on a quickly changing market.
Bill’s interest and aptitude for investments helped get him noticed – he was recruited by a national publicly-traded tax preparation and financial planning company in 1998. Bill was given his own office in Salem, Massachusetts, and his growing client base grew even further.
In Salem, Bill incorporated the very important task of Tax Preparation into his financial planning services. With five successful years of combined tax preparation and financial planning in Salem, Bill purchased the practice for his own in July of 2003.
Bill enjoys being near the ocean. When not watching the stock market or playing handball or golf, Bill likes to spend time with his family