OFFICE: 808 Creek Road
Kennett Square, PA 19348
Bill began his career in financial planning in 1985 when he was the first person hired in the Wilmington, Delaware office of American Express Financial Advisors (formerly IDS). During his 16 years there he helped build the office to 60 advisors and built a top ten District as District Manager. In 1991 Bill was recognized as a Premier Performer, an award given to 25 people across all business units of American Express, Inc.
Bill has worked with FFS since 2006 and continues to develop and build a practice that focuses on financial, estate and business planning. Bill is established as our eastern Pennsylvania office to help serve clients in this region along with the additional states he is licensed in. His specialty is helping individuals and businesses develop strategies to plan for education, retirement, and facilitating transfer of assets between generations. His approach is practical, yet personal. Bill earned his CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning in Denver, CO in 1990 and he is currently a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Bill and his wife Christa, have a daughter Carey. They live in Kennett Square, PA.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.