Bill has 18 years experience in the financial services industry, having begun his career working for large wealth management firms in Boston and New York before joining the Omaha Division Office of Waddell & Reed in January 2014.
For me, financial planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. My business is built on knowing you. We will talk about the finances, the dreams and those concerns that keep you up at night; my priority is to understand how it all works together uniquely for you. Once I have a working knowledge of your situation I can use my experience and knowledge to collaborate with you to deliver a custom experience. The work that we do together will be tailored specifically to you, based on your hopes and needs.
Bill was born and raised just outside of Boston in Hingham, MA and is a graduate of Fairfield University in Fairfield, CT. He currently lives in Omaha with his wife Brook, their 15 year old daughter Avery and two Boston Terriers, Penny and Quinn. He is involved in numerous charitable organizations including Habitat for Humanity, The Good Samaritan Society and The Wounded Warrior Fund.