Bill assists with tax planning and preparation for small business owners and individuals. He also helps with all aspects of financial planning, including retirement, accumulating for specific goals, college funding, and tax-advantaged plans. He has been a CPA since 1991 and has worked in the financial services industry for more than 15 years.
Bill enjoys being a trusted resource for his clients on important issues such as tax and investment planning. He feels fortunate to be in a position that has a positive impact on others’ financial futures and believes that his holistic approach to planning, including integrating financial management, is unique in the industry and provides his clients with superior advice and service.
Bill graduated from Bentley College with a degree in Accountancy and holds his FINRA Series 6, 63, and 65 securities licenses. In addition to his Certified Public Accountant designation, he is also a licensed insurance agent. When not in the office, Bill enjoys outdoor activities like fishing, hiking, kayaking, and golfing.
*Tax services provided by Whiting Financial Services.