AspireWealth Planners is committed to helping individuals grow and preserve their wealth across generations in the Mid-Atlantic region and DC Metro marketplace. Our wide range of services helps ensure individuals, families, and businesses are protected and financially prepared for the future. As a Financial Professional at AspireWealth Planners, Bill is responsible for expanding our services and solutions to help ensure our firm is the leading holistic wealth planners in the communities we serve.
Bill comes to AspireWealth Planners with 3 years of experi-ence was previously working with New York Life. Prior to joining the Financial Services Industry, Bill worked for 30+ years in Sales Management and Regional Management for the Logistics Industry.
At AspireWealth Planners Bill strives to understand the goals and objectives of each client and helps to achieve them through education, strategic partnerships, and lever-aging our wide array of personalized services and solutions. Bill’s mission is to continually strive to help protect his clients financial security. Bill recognizes that his client’s needs and priorities will continue to evolve over time and he is committed to assisting each client throughout all life’s stages.
Bill is a lifetime resident of Maryland. He currently resides in Severna Park with his wife, Carolyn, and has proudly been a Severna Park resident for 35 years.
During his time away from work, Bill’s interests include golf, football, and spending time with his grandchildren, Dominic and Amelia.