Bill has over 27 years in the financial services industry. Bill started his career as a college intern with Northwestern Mutual in January of 1991 in Springfield, Massachusetts without any childhood friends or family to help start his business. After graduating with an Economics degree from the University of Massachusetts, Amherst, Bill spent the next 10 years with Northwestern Mutual working with clients in the Springfield, MA and Connecticut areas. After 17 years as a financial advisor with MassMutual, Bill chose to offer his clients the best of both worlds and took his practice Independent and partnered with Legacy Financial Advisors and SagePoint Financial, Inc. in February of 2018.
Bill is a proud father of 2 kids along with a yellow lab, Bella, and a shih tzu, Roxy. Bill’s daughter, Jordyn, is an honors student in middle school in South Hadley, plays basketball and is an avid soccer player. Bill’s son, Brady, is also an honors student in South Hadley and plays baseball, basketball and football. Bill has been coaching his son in baseball the past 8 years.
Bill grew up in Ohio and Michigan and is an avid Michigan football fan. He played baseball at Xavier University in Cincinnati, Ohio before transferring to UMASS in Amherst. When not working in his financial planning practice and spending quality time with his kids, Bill spends his “free” time golfing, fishing and skiing.