Financial Para Planner
Growing up with his two sisters and little brother, it has always been in William’s nature to care for others. William’s moral compass inspires him to provide the same quality of life for clients and those around him.
William works alongside the financial planning department to create meaningful financial plans for clients to prepare for all the major milestones in life. He graduated from Hobart College with a degree in Economics, Spanish and Mathematics where he plans to continue his studies to obtain CFP® certification. When out of the office, William enjoys spending time with his siblings, dog, reading, and golfing.