Bill strives to understand the goals and objectives of each client in the communities we serve. He helps clients achieve their goals through education, strategic partnerships, and leveraging our services and solutions as holistic wealth planners. Bill comes to AspireWealth with over 30 years of financial services experience in areas including asset management, life insurance, and estate conservation. Bill is also active with The Arc of Central Chesapeake Region who strives to facilitate services for people with intellectual and developmental disabilities.
When not working, Bill enjoys spending time with his family including his three grandchildren and golfing.