Bill provides investment, retirement, estate, tax, education and insurance planning. His experience and specialization make him a valuable asset when approaching a situation that requires rigorous analysis of both the quantitative and human issues. Bill began his financial services career in 1982, after earning an MS from the Graduate School of Business at Columbia University. Bill is based in Boca Raton, Florida.
Bill and his wife Marilyn are proud parents of three daughters and are the grandparents of eight grandchildren.