Bill has worked in the financial services industry for over 35 years.
He joined the Bellwether team as a Family Wealth Advisor in 2019, looking to elevate his clients’ experience and offer them a more holistic approach to financial planning. Bill believes every client’s financial circumstances and goals are unique to them, so his goal and core motivator is to help each client make the best financial decisions; not just based on what works, but based on what works for them—where they are now and where they are looking to grow.
When he is not at work, Bill enjoys traveling, golf and playing hockey.
