Bill began in the insurance industry with New England Financial in 2000. Shortly after he joined NEF, he began to focus on protecting and growing client's wealth through the use of financial systems and innovative uses of life and disability insurance. Although income protection planning is still a major focus of Bill's practice, he also utilizes Guardian's The Living Balance Sheet® planning system to help clients understand a "protection first" philosophy, and how they can use this philosophy to build real wealth. While not a traditional asset manager, Bill's approach and use of The Living Balance Sheet® has demonstrated that it's better to be more efficient with your money than to get a slightly higher rate of return on it.
Bill's production with Guardian puts him in the top 1% of agents nationwide, a member of Guardian's elite Inner Circle for disability insurance, and consistently one of Guardian's top producers. In 2005, Bill finished first out of approximately 3000 Guardian Field Representatives for the sale of individual disability insurance.
Bill is a founding member of The International DI Society, member of MDRT, and is also a consistent qualifier to Guardian's Leaders Club.
Bill lives in Boyds, MD with his wife and two sons. When he is not advising people on protecting their income, Bill enjoys playing golf and spending time with his family.
Registered Representative of Park Avenue Securities, Financial Representative of Guardian.