Bill has a bachelor’s degree in mechanical engineering from Northeastern University and a master’s degree in business. He served 9 years in the U.S. Army as an infantry officer and went through extensive training to become a military helicopter test pilot with commercial and instrument ratings.
After 22 moves with the military while raising 4 children, Bill and his wife, Gisela, decided to join the civilian world. Gisela used her Registered Nursing skills at Chester Crozer hospital, while Bill used his engineering and management skills in the manufacturing industry. Analyzing corporate financial strategies is where he honed his financial skills.
Bill has over 40 years’ experience in business operations and financial planning. He has completed Series 7 and 66 securities registration held through LPL Financial, is licensed in Life, Accident and Health insurance as a licensed producer. He develops customized financial solutions to meet client's specific needs; to include social security modeling, holistic investment plans, specific portfolio design, and retirement plans.
Bill, and his wife of over 50 years, reside in Berks County, PA. They have one daughter, three sons, and 11 grandchildren. His wife is now retired as a Registered Nurse and has her own quilting business.
Outside of work, Bill enjoys family activities and competing/coaching short-track inline speed skating.